Leak: NVIDIA Vera SOCAMM De-Spec Remains, 64GB Only by Q1 2027, 4-Hi GPU Variants Unlikely
zephyr_z9 · x · 2026-09-07
Supply chain chatter from zephyrz9 on NVIDIA's Vera platform: 8-Hi HBM adoption still favored while 4-Hi GPU variants look unlikely, and the SOCAMM memory de-spec remains — capacity won't reach 64GB until Q1 2027. Unverified leak suggesting next-gen memory roadmap is slipping.
More from Infra
- Anthropic S-1 filing reveals 85% H1 gross margin and 5,300 employees — Jsevillamol · 2026-10-26
- HBM demand shifts: low-stack inference plans shelved, Rubin to go 12-high only — BenBajarin · 2026-10-26
- Anthropic generated $2.08 revenue per $1 of compute spend in Q2 2026, up from $0.63 — cedric_chee · 2026-10-26
- CircuitHub unveils The Grid, a factory-scale robot making PCBs in the US twice as fast as Shenzhen — garrytan · 2026-10-26
- Ubicloud publishes "Fixing Tool-Call Accuracy in vLLM" — petrusenko_max · 2026-10-26
- Meta approves nonvoting Class C shares as 2026 capex guidance hits $135B–$145B — thione · 2026-10-26