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NVIDIA's four-chip Rubin Ultra "canceled just three months after release" sparks heated discussion; SemiAnalysis says "NVIDIA's market share is being eroded."

NVIDIA's four-chip Rubin Ultra "canceled just three months after release" sparks heated discussion; SemiAnalysis says "NVIDIA's market share is being eroded."

The original design of NVIDIA's next-generation flagship AI chip Rubin Ultra was reportedly forced to be significantly downsized due to packaging and manufacturing challenges. On June 30, chip industry research institute SemiAnalysis posted on the X platform, claiming that the original 4-chip Rubin Ultra was canceled about three
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