Nvidia's Rubin Ultra reportedly downgraded to 8-High HBM4
kevinsxu · x · 2026-08-29
Sources indicate that Nvidia's upcoming Rubin Ultra GPU may face significant downgrades: plans for 12-High HBM stacks might be cut to 8-High, and there are rumors of reverting to standard HBM4 instead of a more advanced variant. While a cut from 16-High to 12-High was anticipated, this deeper reduction suggests potential severe supply chain or yield issues in the HBM market.
Related event: Report: NVIDIA Rubin Ultra May Downgrade to HBM4 with Fewer Stacks(2 posts)→
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