$NVDA · Nvidia testing Rubin Ultra with 75% less memory to navigate HBM supply crunch

episode briefing

extracted intelligence

The Information

Google’s AI Shakeup, Nvidia Weighs Putting Less Memory in Rubin Chips, Meta’s New AI Coding Tools

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Nvidia testing Rubin Ultra with 75% less memory to navigate HBM supply crunch

2026-08-07 · 5 company · 6 thematic

sentiment

2 bull0 bear3 neu

speakers

rob toews

Partner at Radical Ventures, an AI-focused venture capital firm. He led the firm's investment in Discovery Loop, a startup founded by former Google AI leaders Jeff Dean, Oriol Vinyals, Sanjay Ghemawat, and Quoc Le. He evaluates nearly all 'neo lab' investment opportunities and passes on the vast majority.

phoebe liu

Covers Nvidia and semiconductor supply chain for The Information; broke the story on Nvidia testing Rubin Ultra with reduced memory.

max weinbach

Technology analyst who had early access to Meta's Muse Code and Muse Spark 1.2; provides hands-on comparison of AI coding agents including Claude Code, Codex, and Cursor.

martin peers

Writes the nightly briefing for The Information; analyzed Google's AI leadership shakeup as formalizing existing operational reality rather than a disruptive change.

quote

“Nvidia is testing versions of its next-generation GPUs, the Rubin Ultra, with less memory than it initially planned... 256 GB of memory and even 192... nothing has been finalized yet. They're just testing for now.”

—phoebe liu

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