NVIDIA’s next-generation Rubin AI accelerators are expected to predominantly feature 12-Hi HBM4 memory, despite earlier reports suggesting that the company was pushing its suppliers toward less complex 8-Hi configurations. Meanwhile, the ongoing memory shortage could send HBM prices soaring in 2027. According to a new report from DIGITIMES, citing research from Counterpoint Research, most Rubin-based products are expected to retain their original 12-layer HBM4 configurations. This contradicts earlier speculation that NVIDIA was moving toward lower-capacity stacks to address manufacturing challenges and supply constraints. In fact, NVIDIA’s official Rubin GPU specifications already outline a 12-Hi HBM4 configuration, delivering up to 288 […]
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