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Nvidia (NVDA) is weighing a radical step to deal with a shortage of advanced high-bandwidth memory chips, The Information reports; using less of it than planned in its next-generation GPU, the Rubin Ultra
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Nvidia is testing lower-memory versions of the Rubin Ultra GPU due to severe HBM4 supply shortages, potentially impacting performance expectations and highlighting strategic supply chain vulnerabilities.
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Recently, Nvidia has been testing at least three versions of the Rubin Ultra GPU, some of which have less memory than what the company initially announced, according to sources. Nvidia is considering the lower-memory versions partly because it may not be able to secure enough advanced memory to supply its original design, sources said.
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