엔비디아 루빈 GPU 공급 차질 우려…기업 AI 인프라 도입 일정 늦어지나

NVIDIA's next-generation Rubin GPU, expected to ship late this year, is likely to face supply delays due to geopolitical pressures and supply-chain constraints. TrendForce now projects Rubin's share of NVIDIA shipments will fall from an expected 29% to about 22% in 2026, citing HBM4 validation, migration of network interconnects from CX8 to CX9, increased power-management demands, and challenges optimizing performance in advanced liquid-cooling environments—factors that could slow upgrades to next-generation AI infrastructure.