Nvidia reportedly testing lower memory configs of Rubin Ultra as memory shortage bites back — designs tested include as little as 192 GB and step back to HBM4 - Tom's Hardware

Nvidia is reportedly testing lower-memory configurations of its upcoming Rubin Ultra accelerator due to ongoing shortages of high-bandwidth memory (HBM). According to The Information, some versions ar... Read original →

Nvidia's shift in Rubin Ultra memory configurations highlights the fragility of AI data center supply chains under intense bandwidth demand. The move from HBM4E to HBM4 reflects manufacturing hurdles that are constraining TSMC and SK Hynix, while also signaling a broader industry realignment. From a policy standpoint, this development intensifies geopolitical tensions in semiconductor supply chains, especially amid U.S.-China tech decoupling. Competitors like AMD and Intel may accelerate their own memory-centric strategies to capitalize on this disruption. Looking ahead, the memory shortage is expected to persist through 2030, pushing the industry toward alternative solutions such as DDR5 and LPDDR5X, reshaping long-term technology competition.