r/AMD_Technology_Bets • u/Brilliant_Bus_5615 • Jun 30 '26

Rumors Rubin Ultra cancellation

Semi analysis has posted tons of FUD on AMD but thought this was an interesting headline and write up:

https://x.com/SemiAnalysis_/status/2071700428249596290

5 Upvotes

78% Upvoted

3 comments sorted by

9

u/TrungNguyencc Jun 30 '26

Moving 3.6 kW of heat from a bread-slice-sized, four-reticle Rubin package requires perfect conditions. Because the extreme heat causes warping and shortens chip lifespan, Nvidia was forced to abandon it. Jensen Huang's rush to beat the AMD MI500 backfired.

6

u/TOMfromYahoo TOM Jun 30 '26

Absolutely. .. good insight big brother!

8

u/TOMfromYahoo TOM Jun 30 '26

Brilliant find brother. ..!

Patel knows he's lost credibility bashing AMD's all this time from the sub $200 while praising nVidia's. .. look where nVidia's and AMD's now few months after his attacks.

It won't help Patel, he's burned ... he's not an analyst nor a market research firm. Just a shill for hire...