英伟达CEO黄仁勋5日宣布，最新Rubin平台AI芯片已进入量产，计算速度将是Blackwell平台倍数以上 增长，且成本更低，亚马逊AWS、微软、Google等云端服务供应商（CSP）最快下半年导入。 英伟达再推"地表最强AI芯片"，开启AI全新世代。法人看好，台积电、鸿海、广达及纬创等供应链将跟 著衝一波，2026年仍将是丰收的一年。 黄仁勋强调，Rubin打造的AI服务器与以往最大不同就是省去大量缆线，因此机壳也端出全新设计，让 组装一柜服务器的时间大幅缩短，若以10％的液冷AI服务器来计算，最短时间仅需五分钟。 面对AI泡沫言论，黄仁勋高喊："AI的竞赛已经开跑"，目前价值10万亿美元的传统科技市场正在大幅转 型，未来都将以AI为基础进行升级，"每个人都在努力迈向下一阶段"，预期AI计算模型及市场需求仍持 续爆炸性增长，使得AI基础建设市场呈现快速上升趋势，Rubin平台的问世将会替AI计算能力带来新一 代标准。 英伟达Rubin平台芯片由台积电以3nm独家操刀，并整合CoWoS先进封装制程。业界传出，台积电 CoWoS先进封装制程已经满到今年底，所有协力封测厂也开始全力支持，后续将有望同步受惠。 黄 ...

Core Viewpoint - Nvidia is set to unveil its next-generation AI GPU named after American astronomer Vera Rubin at the upcoming GTC conference, highlighting the company's commitment to diversity in science and technology [2][4]. Group 1: Nvidia's New Chip Announcement - The new AI chip platform will be named "Rubin," following Nvidia's tradition of naming architectures after notable scientists, particularly women and minority figures [2][4]. - Investors are eager to learn about the performance, configurations, and shipping timeline of the Rubin chip during the GTC conference [3]. Group 2: Historical Context and Significance - Vera Rubin is renowned for her work on dark matter, which constitutes about a quarter of the universe's mass, and she advocated for women in science throughout her career [5][6]. - Nvidia has a history of naming its architectures after scientists since 1998, with previous names including David Blackwell and Grace Hopper, emphasizing the company's cultural values [2][7]. Group 3: Market Expectations and Future Plans - Nvidia's sales have more than doubled to $124.62 billion for the fiscal year ending January 2025, driven by the success of its Hopper and Blackwell chips [10]. - The company plans to launch the Vera chip in 2026 and is expected to discuss the upgraded Blackwell Ultra, with analysts anticipating strong interest from major tech partners [10].