After Rubin Enters Full Production, Why Has PTFE Suddenly Become the Strongest Material Theme in AI Hardware?

PTFE has suddenly become one of the most-watched materials in AI hardware since late August. Nvidia's latest earnings report confirmed that Vera Rubin has entered full production, with major cloud providers' Rubin racks now running; meanwhile, the supply chain has further reported that NVSwitch boards and Rubin Ultra orthogonal backplanes are accelerating PTFE solution validation. On August 27, PTFE, high-end spherical silica micropowder, and related PCB material stocks collectively surged. As the Rubin product cycle officially kicks off and high-speed interconnects approach the performance limits of traditional PCB materials, how far is PTFE from large-scale adoption in AI servers?