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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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