user-generated· earnings
AMD's Instinct MI325X shipments exceed Nvidia's Rubin Ultra by Q4 2026
AMD's Instinct MI325X, positioned as a direct competitor to Nvidia's Rubin Ultra chips, is expected to ramp up production faster due to Nvidia's Kyber delays. SemiAnalysis reports Kyber is delayed to 2028, creating a gap in Nvidia's high-end AI hardware pipeline.
earnings · Prediction Market
- Implied probability (Yes)
- 72%
- Closes
- 2026-12-31
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