SemiAnalysis@SemiAnalysis_ · XAI 摘要
警报：OpenAI的首席财务官声称他们的下一次重大训练运行将在2026年秋季在Vera Rubin上进行，但这说不通。Rubin NVL72集群届时可能还不够稳定，软件栈也不足以支持真正的“重大训练运行”。Rubin或许已准备好用于生产推理和小规模训练实验，但无法在2026年秋季支持前沿规模的训练。
ALERT： OpenAI's CFO claims their next big training run will happen in Fall 2026 on Vera Rubin but that doesn't add up. Rubin NVL72 clusters likely won't be stable enough by then， and the software stack won't be mature enough to support a true "big training run." Rubin may be ready for production inference and small-scale training experiments， but not frontier-scale training in Fall 2026.