Rumor: NVIDIA Rubin Ultra may downgrade to HBM4 or reduce stack height
AccBalanced · x · 2026-08-30
According to @jukan05, NVIDIA's next-gen Rubin Ultra architecture faces potential memory spec adjustments: it might downgrade from HBM3e to HBM4, or reduce the stack height from 12-High to 8-High. While the previous cut from 16-High to 12-High was understood, this potential further downgrade highlights the complex crossroads in the current HBM supply chain.
Related event: Report: NVIDIA Rubin Ultra May Downgrade to HBM4 with Fewer Stacks(2 posts)→
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