Analyst Qinbafrank wrote that the market's rumor about Nvidia's RubinHBM distribution reduction does not refer to the standard VeraRubinNVL72, which is scheduled to be delivered and gradually released, but rather that the specifications of the upgraded RubinUltra version, which is scheduled to be launched in the second half of 2027, have not yet been finalized. Many agencies expect that compared to the aggressive configuration that Nvidia previously displayed at GTC, there is a possibility that the specifications of the final mass-produced version will be lowered.

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