Original post · AI translation
Rohan Paul@rohanpaul_ai
TrendForce：随着 NVIDIA 开始向 Rubin 过渡，高端 GPU 的交货周期延长了 5 周，达到 45 周。
超大规模云服务商很可能率先获得 NVIDIA 的 Rubin，使企业买家仍需使用现有的 GPU 平台。
96GB 和 128GB 的 RDIMM 到货速度正在加快，但 32GB 和 64GB 模块的供应仍然极为紧张。
DRAM 的交货周期缩短了 1 周，降至 19 周，但仍超过正常水平的 2 倍。
由于服务器只有在最慢到货的零部件抵达后才能出货，Rubin 的产能爬坡取决于基板和电容器的供应，而它们的交货周期超过供需平衡时的 3 倍。
Original
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.
· UTC+8