NVIDIA’s Rubin AI architecture is staying on track despite a few challenges, as the company continues to follow its annual release schedule. While earlier rumors suggested potential delays, especially considering the fierce competition from AMD’s Instinct MI450 AI lineup, NVIDIA is committed to pushing forward with its plans. 
The company is redesigning its Rubin hardware to respond to AMD’s advances in the AI hardware space, particularly with their focus on high-bandwidth memory (HBM) and the use of Infinity Fabric for modularity and rack deployment.
Originally, there were concerns that Rubin’s release might be delayed by four to six months, with speculation pointing to AMD’s upcoming MI450 series featuring up to 432 GB of HBM per GPU. However, NVIDIA’s redesign appears to be in response to this growing competition, and the firm seems confident it will maintain a generational lead with the Rubin lineup. Despite the redesign and potential delays, NVIDIA is still on track to release Rubin in 2026, with shipments expected to align closer to the release of AMD’s MI450 architecture.
While the specific details of Rubin’s redesign remain unclear, NVIDIA’s commitment to its product cycle is clear. The company’s aggressive strategy in AI hardware has put pressure on them to remain competitive, which might be contributing to the slight delay. However, with Rubin Ultra potentially getting a push ahead in the timeline, it’s evident that Team Green is gearing up for an intense competition with AMD.