NVIDIA Rubin Ultra canceled, new version halved in size and performance

Rubin Ultra取消，新版尺寸性能减半

SemiAnalysis reports the original 4-die Rubin Ultra announced at GTC 2026 has been canceled after just 3 months due to manufacturing execution issues. The new Rubin Ultra is half the size with roughly half the performance. The post doesn't spell out which manufacturing steps failed or the new timeline.

Why it matters: SemiAnalysis reports NVIDIA's next-gen flagship Rubin Ultra has been canceled due to manufacturing issues, with the replacement halving the original specs. This is a major hardware roadmap shift that directly affects compute expectations for next year's training clusters. Scor...