POPA ReconTrendforce reports Nvidia is evaluating reduced HBM configurations for its Rubin Ultra chip, due to tight DRAM supply expected through 2027.
Trendforce reports Nvidia is evaluating reduced HBM configurations for its Rubin Ultra chip, due to tight DRAM supply expected through 2027. Persistent DRAM scarcity and unresolved HBM4e validation timelines may limit AI accelerator memory capacity, potentially affecting the performance ceiling of next-generation AI hardware. Source
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