---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39620823.md"
description: "Late-night news: NVIDIA's next-generation Rubin Ultra has been downgraded from 4 GPUs to 2, which is technically unfeasible.Naturally, the entire supporting AI infrastructure across the whole chain will go biubiubiu together."
datetime: "2026-03-30T15:24:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39620823.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39620823.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39620823.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39620823.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39620823.md)


# Late-night news: NVIDIA's next-generation Rubin Ul…


### Related Stocks

- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (33)

- **CQCP · 2026-03-30T21:32:15.000Z**: No wonder Montage Technology and the like have been falling 📉.
- **DBvoice · 2026-03-30T17:41:56.000Z · 👍 1**: The market originally calculated the industry chain value based on "Rubin Ultra = 4 reticle-sized GPU dies, 1TB HBM4e, NVL576/Kyber large system"; if the final mass production can only achieve the 2-die version, the first to be impacted is the "value expectation per GPU / per rack". 
  - **DBvoice** (2026-03-30T17:43:20.000Z): There's a word limit, so I won't add more. This isn't a mini-essay, please read carefully before commenting. Didn't everyone watch the GTC conference? The market trend is right here. Thanks for the re
- **双双2026 · 2026-03-30T16:15:43.000Z**: I didn't quite understand the above. Does it mean that NVIDIA's next-generation high-end AI chip, Rubin Ultra, originally planned to use 4 GPUs, but due to technical infeasibility, it's now downgraded to 2? This led to a halving of CPO demand, so CPO's Lite plummeted?
- **老古董 · 2026-03-30T15:49:18.000Z**: Is Zhongji Xuchuang also going to biu?
  - **Ddjhbys** (2026-03-30T16:26:48.000Z): GPT doesn't believe these little essays from ww either.
  - **Ddjhbys** (2026-03-30T16:39:55.000Z): Related to optical modules is here
  - **SSerpens** (2026-03-30T16:54:02.000Z): It mainly affects market sentiment, adding insult to injury.
- **保温壶里泡枸杞 · 2026-03-30T15:34:01.000Z**: No wonder the seven stocks are all quite stable, infrastructure stocks have fallen, but why haven't they fallen themselves?
  - **京城Z先生** (2026-03-30T15:40:43.000Z): NVIDIA is down 10% this year, but AI infrastructure still has gains of several dozen percentage points. A dip is quite normal.
- **DBvoice · 2026-03-30T15:33:38.000Z · 👍 4**: It's not a rumor; the GTC conference had already made it clear. The situation is now developing, and it seems the risk won't be digested anytime soon.
- **半仓 主义 · 2026-03-30T15:31:35.000Z**: I want the Pandora's Box. Turn back time to before I met that friend who trades stocks. I never want to enter the stock market again 😭😭
  - **退场** (2026-03-30T15:52:30.000Z): Didn't you reduce your position by a small half at SanDisk's high? Now that it's plummeting, you should be happy. You didn't buy back in as it continued to rise, did you? 😶
  - **半仓 主义** (2026-03-30T15:54:21.000Z): I didn't move a muscle. Let's go for the long term and play dead.
  - **退场** (2026-03-30T15:56:05.000Z): A few days ago, you said you sold half at 700 and are waiting for 800 for the rest.
- **双双2026 · 2026-03-30T15:30:20.000Z**: NVIDIA itself didn't fall, but optical communications are crashing?
  - **京城Z先生** (2026-03-30T15:37:00.000Z): It didn't rise even when others were rising 😅
- **Doge839 · 2026-03-30T15:29:44.000Z**: Emma🤦‍♂️
- **慢慢来不要急 · 2026-03-30T15:26:48.000Z**: Bottom-fishing? Technically impossible not to bottom-fish?
  - **等月来1028** (2026-03-30T15:31:09.000Z): What logic is this?
  - **慢慢来不要急** (2026-03-30T15:37:39.000Z): Short-term negative news, but isn't the next generation still all CPO?
- **自然醒999 · 2026-03-30T15:26:25.000Z · 👍 1**: Technically impossible to achieve a reduction in configuration? What does that mean?
  - **andyOvO** (2026-03-30T15:41:33.000Z): Originally planned to install four, but now I realize the technology isn't quite up to par.
- **读书郎的小金库 · 2026-03-30T15:26:05.000Z · 👍 1**: Good news for AMD?
  - **京城Z先生** (2026-03-30T15:27:16.000Z): Good for cash😅
- **徐老师20 · 2026-03-30T15:25:44.000Z**: Oh man, it never rains but it pours.
  - **京城Z先生** (2026-03-30T15:28:32.000Z): It's common for technological breakthroughs to face difficulties; just keep a normal mindset.