Nvidia's Rubin Deployment Supports The Burry Crash Thesis

Nvidia’s Rubin platform may obsolete Blackwell, boosting chip depreciation risk for hyperscalers amid weak AI monetization.
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Nvidia’s Rubin Architecture Is a Game-Changer. Here’s Why.

As one of the most powerful growth stocks we’ve seen in generations, Nvidia (NASDAQ:NVDA) has probably minted more ...

Every conference is an AI conference as Nvidia unpacks its Vera Rubin CPUs and GPUs at CES

CES used to be all about consumer electronics, TVs, smartphones, tablets, PCs, and – over the last few years – automobiles.
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SK hynix hits 70% yield on its new HBM4 12-Hi memory: ready for NVIDIA's next-gen Rubin AI GPUs

TL;DR: SK hynix has achieved a 70% yield rate on its HBM4 12-Hi memory, which is set to be used in NVIDIA's upcoming Rubin R100 AI GPUs. SK hynix has reportedly reached a 70% yield rate on its ...