Nvidia Rubin Ultra HBM cut to 192GB, massive specs downgrade leaked
scaling01 · x · 2026-08-25
A report from SemiAnalysis indicates a massive downgrade in HBM content for Nvidia's Rubin Ultra. The chip is now set to ship with 192GB of 8-hi HBM4, a significant reduction from the originally previewed 1TB. Cuts in cube count, stack height (to 8-hi), and die density (24Gb instead of 32Gb) contributed to the reduction.
Related event: Report: NVIDIA Rubin Ultra Memory Cut to 192GB(2 posts)→
More from Infra
- Chip equipment beats bull case: 2026 WFE seen at $153B, $278B by 2030 — BenBajarin · 2026-10-16
- Steam now launches in 5.23s, beating Epic's 5.47s — and vLLM gets roasted for slow startup — AlpinDale · 2026-10-16
- Shadeform to Announce Six New Features on Oct 19: Lower GPU Costs, More Suppliers — _jaydeepkarale · 2026-10-16
- Fastino launches Training API for SFT/RL, claiming 25-85% cost cut vs Tinker — kalyan_kpl · 2026-10-16
- Dallas Fed: AI data center debt issuance equals ~1/8 of Treasury duration supply — _onionesque · 2026-10-16
- Running Wan2.1 14B FP16 on a 12GB laptop GPU: VRAM swap stress test finishes in 4m11s — RYuu-1120 · 2026-10-16