Citrini's Jukan says that "One thing I’ve been able to confirm is that NVIDIA's (NVDA) Rubin has been delayed again. I’m told motherboard warpage caused the latest delay and that the HBM issue was resolved in October"
Newsquawk Staff ·
- As a result, volume shipments of Rubin have slipped to 2027, and I’m told NVIDIA has increased its Blackwell orders in the meantime.
Sources
- EUROPEAN OPEN: NVDA falls amid further CEO allegations; Hon Hai Q3 profit tops expectations; SIE GY Q4 revenue beat, confirms SHL GY distribution; RR/ LN announces GBP 1.5bln buyback; MRK GY raises FY26 revenue & EBITDA view; HLAG GY lifts EBITDA guidance
- Newsquawk Daily European Equity Opening News - 12th November 2026
- US Senator Warren's office says the Trump administration must keep all documents and communications related to NVIDIA's (NVDA) exports of advanced AI chips to China
- Top Democrats target Trump administration's Nvidia (NVDA)-China records, with Senators Warren and Coons asking for documents to be preserved, which is often the initial step before formal congressional investigations, according to WSJ
- [MARKET UPDATE] Asia-Pac stocks begin mixed following the continued tech rebound during Wall St trade and the after-hours fallout from a report regarding NVIDIA CEO's affair with a Co. executive, with the board said to be preparing to oust him
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