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TrendForce says top-end GPU lead times rose by five weeks to 45 weeks. Hyperscalers will likely receive NVIDIA’s Rubin first, while enterprise buyers remain on existing GPU platforms. DRAM lead times eased by one week to 19 weeks but remain more than twice normal; substrates and capacitors, with lead times more than three times balanced levels, also constrain Rubin’s ramp.
TrendForce：随着 NVIDIA 开始向 Rubin 过渡，高端 GPU 的交货期延长了 5 周，达到 45 周。
超大规模云服务商很可能率先获得 NVIDIA 的 Rubin，使企业买家继续使用现有 GPU 平台。
96GB 和 128GB RDIMM 的到货速度正在加快，但 32GB 和 64GB 模组的供应仍然极为紧张。
DRAM 的交货期缩短了 1 周，降至 19 周，但仍超过正常水平的 2 倍。
由于服务器只有在到货最慢的零部件抵达后才能出货，Rubin 的产量爬坡取决于基板和电容器的供应，而这两类零部件的交货期均超过供需平衡时的 3 倍。
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