NVIDIA Rumored to Cut Rubin Ultra HBM Amid Inference Competition and Margin Pressures
RihardJarc · x · 2026-08-10
Addressing rumors that NVIDIA might reduce the HBM allocation for Rubin Ultra, the author provides an in-depth business and supply chain analysis based on the thread's context:
- Scaling Revenue Growth: With limited HBM supply, NVIDIA may need to alter its chip architecture to sustain its aggressive revenue growth targets without being bottlenecked by memory.
- Defending Margins vs. Inference Competition: The inference market is far more competitive than previous training cycles, featuring rivals like AMD, Amazon Trainium, and Google TPUs. Matching competitors' high-price HBM procurement strategies would compress NVIDIA's gross margins, especially since they have limited room to raise chip prices.
The thread context adds that if AI demand remains steep, the memory shortage will persist for the next two years unless a major software paradigm shift in inference mechanisms occurs.
Related event: Surging AI Demand Triggers HBM Shortage and Supply Chain Shifts(4 posts)→
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