According to ChainCatcher, citing industry sources, Nvidia is considering a change to the high-bandwidth memory configuration for its next-generation Rubin Ultra AI accelerator. The reported adjustment would shift the memory stack design from 12-high to 8-high. The report says the move is being weighed as storage costs rise, with Nvidia placing more emphasis on bandwidth cost efficiency on a per-unit basis and the overall economics of the full system. No further details were provided in the brief item, and the report frames the plan as being under consideration rather than finalized. The update centers on cost structure and system-level economics for Nvidia’s upcoming AI hardware.
According to ChainCatcher, citing industry sources, Nvidia is considering changing the high-bandwidth memory setup for its next-generation Rubin Ultra AI accelerator from a 12-high stack to an 8-high stack.
The report says that as storage costs rise, Nvidia is placing greater emphasis on per-unit bandwidth cost and the overall economics of the full system.
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