Nvidia Weighs Cutting Rubin Ultra Chip Memory Amid HBM Supply Constraints

pstAsiatech · x · 2026-08-07

Nvidia is reportedly weighing an unconventional move: downgrading the memory capacity of its next-generation Rubin Ultra chips. The primary reason is that memory suppliers might struggle with production capacity for HBM4E, making it difficult to meet the planned release schedule for Rubin Ultra.

Original post →

More from Infra

Infra channel →