SemiAnalysis(@SemiAnalysis_):Nvidia has despecced Rubin Ultra's HBM: from HBM4E 12-Hi (384GB) down to HBM4 8-Hi (192GB). Why strip memory out of your flagship rack-scale system? Because after the latest HBM and DRAM price hikes, memory had quietly become ~40% of total capital cost of ownership. We ran the TCO math in a recent conference keynote (1/3)🧵

2026.09.02 01:00

Nvidia has despecced Rubin Ultra's HBM: from HBM4E 12-Hi (384GB) down to HBM4 8-Hi (192GB). Why strip memory out of your flagship rack-scale system? Because after the latest HBM and DRAM price hikes, memory had quietly become ~40% of total capital cost of ownership. We ran the TCO math in a recent conference keynote (1/3)🧵