传闻NV下一代AI GPU Rubin要延期了，本身已经设计好，但现在需要重新设计，因为MI450给上压力了。。我估计是NV要给更多的内存来提高推理性能来狙击MI450。

"We think it is very likely that Rubin will be delayed," said Fubon analyst Sherman Shang, in a research note. "The first version of Rubin was already taped out in late June, but Nvidia is now redesigning the chip to better match AMD's upcoming MI450."