NVIDIA is reportedly exploring configurations for its Rubin Ultra GPU that feature reduced memory capacities, potentially as low as 192 GB. This move comes amid a persistent shortage of high-bandwidth memory (HBM), which is critical for advanced AI accelerators. The company is also considering a step back to HBM4 memory technology for these configurations. AI
IMPACT Potential adjustments in GPU memory configurations could impact the cost and availability of AI training hardware.
RANK_REASON This is a report about potential hardware configurations and supply chain issues for a specific GPU model, not a core AI release or significant industry event.
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