NVIDIA Rubin 过渡致高端 GPU 交期延至 45 周
原标题：TrendForce: Top-end GPU lead times jumped 5 weeks to 45 as NVIDIA’s Rubin transition begins.
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TrendForce 数据显示，随着 NVIDIA Rubin 架构过渡启动，顶级 GPU 交货周期延长 5 周至 45 周。超大规模云服务商将优先获得新卡，而企业买家仍受限于现有平台，且服务器组装受制于基板和电容等长尾组件的严重短缺。
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Rohan Paul (@rohanpaul_ai) · 2026-11-02 13
TrendForce: Top-end GPU lead times jumped 5 weeks to 45 as NVIDIA’s Rubin transition begins.
Hyperscalers will likely get NVIDIA’s Rubin first, leaving enterprise buyers on existing GPU platforms.
96GB and 128GB RDIMMs are arriving faster, but 32GB and 64GB modules remain severely tight.
DRAM lead times eased 1 week to 19, yet still run more than double normal.
Since a server ships only when its slowest part arrives, Rubin’s ramp depends on substrates and capacitors running more than 3 times their balanced lead times.
