KeyBanc: Nvidia sampling Rubin Ultra GPU with 384GB HBM4E, 33% more memory than Rubin

KeyBanc says supply chain partners indicate Nvidia is sampling a Rubin Ultra GPU with 384GB of HBM4E based on 8x12H, a 33% increase in memory density over Rubin's 288GB of HBM4. Most memory suppliers reportedly expect Rubin Ultra to follow.

Detected & updated continuously · Source: Nebula