Taiwanese Server Makers Refute NVIDIA GB200 Overheating Rumors; Rubin Architecture Ahead of Schedule

Recent reports have highlighted conflicting information about NVIDIA's GB200 AI servers. Taiwanese server manufacturers are refuting claims of overheating issues and maintain that production is on schedule. Meanwhile, NVIDIA's Rubin architecture is reportedly moving ahead of schedule, thanks to accelerated HBM4 development. Taiwanese Manufacturers Deny GB200 Overheating Issues A report by the Taiwan Economic Daily, citing Taiwanese server manufacturers, claims that rumors of design flaws and overheating in NVIDIA's GB200 AI servers are speculative. They insist that production is proceeding as planned, contrasting earlier reports suggesting that major clients were cutting orders due to persistent issues. This follows earlier reports in late 2024 about alleged design flaws in TSMC's chip interconnect. Supply Chain Shifts and Order Adjustments While Taiwanese manufacturers are dismissing the overheating concerns, reports indicate order adjustments from major clients like Micr…