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phoebe liu

T3 · host / generalist

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

1 call·1 name·0% bull·last heard 4 days ago·The Information
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$NVDANvidia

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

Nvidia is testing Rubin Ultra GPUs with 256GB or 192GB of HBM instead of the planned 1TB due to severe supply constraints, which could force customers to buy more chips but at potentially lower per-chip pricing.

The Information2026-08→

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Nvidia
MEDphoebe liu·The Information·4 days ago
Nvidia testing Rubin Ultra with 75% less memory to navigate HBM supply crunch
Nvidia is testing Rubin Ultra GPUs with 256GB or 192GB of HBM instead of the planned 1TB due to severe supply constraints, which could force customers to buy more chips but at potentially lower per-chip pricing.
"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…"
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