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TrendForce: Top-end GPU lead times rise to 45 weeks as NVIDIA's Rubin transition begins

1 article1 sourcesince Nov 2Last article 5h ago ·

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TrendForce reports that top-end GPU lead times rose 5 weeks to 45 as NVIDIA's Rubin transition begins, according to a post by Rohan Paul on X. TrendForce expects hyperscalers to receive Rubin first, while enterprise buyers stay on existing GPU platforms.

The same report puts DRAM lead times at 19 weeks, down 1 week, but still more than double normal. Substrates and capacitors run more than 3 times their balanced lead times.

Written by AI from the articles below · updated Nov 2, 9:07 AM ET

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Latest developmentNov 2, 8:40 AM ET
TrendForce says top-end GPU lead times rose to 45 weeks as Rubin ramps

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The articles in this story. Times are ET.

Nov 2
  1. Rohan PaulX
    TrendForce says top-end GPU lead times rose to 45 weeks as Rubin ramps

    AITrendForce reports that top-end GPU lead times rose 5 weeks to 45 as NVIDIA's Rubin transition begins. Hyperscalers are expected to receive Rubin first, while enterprise buyers stay on existing GPU platforms. DRAM lead times eased 1 week to 19 weeks but remain more than double normal, and substrates and capacitors run more than 3 times their balanced lead times.

    Image from @rohanpaul_ai's post

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