"TrendForce warned that Nvidia's next-gen Rubin GPUs may end up shipping later and in smaller volumes than anticipated due to supply chain challenges, impacting the overall shipment mix."
"The time required to validate the newer HBM4 memory, challenges with the migration to Nvidia's faster ConnectX-9 NICs, and higher overall power consumption are contributing to the delays."
"Despite the Trump administration allowing exceptions to US export rules for high-end AI accelerators to China, it has taken months to convince Beijing to sign off on the deal."
"TrendForce now expects Blackwell GPUs to account for 71 percent of Nvidia GPUs sold this year, filling the void left by lower shipments of Rubin and Hopper."
Nvidia's next-gen Rubin GPUs are expected to ship later and in smaller volumes than previously anticipated, accounting for 22 percent of high-end GPU shipments in 2026. Supply chain challenges include validation of HBM4 memory, migration to faster ConnectX-9 NICs, higher power consumption, and advanced liquid cooling needs. Hopper GPU shipments are also forecasted to be lower due to geopolitical issues with China. Blackwell GPUs are expected to fill the gap, accounting for 71 percent of Nvidia's GPU sales this year.
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