NVIDIA’s upcoming Vera Rubin Ultra systems are in a state of flux at the moment, with persistent rumors pointing to a potential HBM de-spec, where the GPU giant might choose to lower the quantum of HBM4E within each GPU to preserve its margins. Well, the Bank of America (BofA) is out with an insightful report today, quantifying the dynamics between HBM4E and LPDDR5X-based SOCAMM2 modules within NVIDIA’s upcoming Vera Rubin Ultra-based Kyber racks. NVIDIA will spend more on LPDDR5X than HBM4E when it comes to its upcoming Vera Rubin Ultra-based Kyber racks Currently, each base Rubin GPU is equipped with […]
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