P Equity Research 📰(@pequityresearch):Keybanc: Supply chain partners indicate that Nvidia is sampling a Rubin Ultra GPU with 384GB of HBM4E based on 8x12H. This would represent a 33% increase in memory density over Rubin, which has 288GB of HBM4 memory. However, most memory suppliers expect that Rubin Ultra will despec to 256GB of HBM4E based on 8x8H, which would represent a decline of 11%. $NVDA $MU $DRAM $EWY

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P Equity Research 📰@pequityresearch

2026.10.16 19:03

Keybanc: Supply chain partners indicate that Nvidia is sampling a Rubin Ultra GPU with 384GB of HBM4E based on 8x12H. This would represent a 33% increase in memory density over Rubin, which has 288GB of HBM4 memory. However, most memory suppliers expect that Rubin Ultra will despec to 256GB of HBM4E based on 8x8H, which would represent a decline of 11%. $NVDA $MU $DRAM $EWY