Nvidia Stock Wavers Amid Talk of Delay to Rubin AI Chips Rollout - Barron's
1. Nvidia's next-gen Rubin chips may face production delays. 2. Analysts suggest redesigning Rubin to compete with AMD's MI450. 3. Limited volume expected for Rubin chips in 2026, impacting competitiveness. 4. CoreWeave reports strong demand for Nvidia's AI servers. 5. Nvidia's stock dropped 0.1% amid these developments.