Investment bank Bernstein believes that memory prices will jump as NVIDIA’s Vera Rubin AI chips start to ship in volume. Memory prices have surged as part of the current AI buildout, as the chips become another constraint apart from the technology used to package the AI GPUs. Bernstein believes that prices for the next and fourth generation high bandwidth memory (HBM4) chips could sit at $53 per gigabyte in 2027, with NVIDIA choosing to pass the costs on to its customers. Bernstein Believes NVIDIA’s NVL72 Rack Costs $9.1 Million, Higher Than Morgan Stanley’s Estimate Bernstein’s report comes after an earlier […]
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