据报道，Nvidia 即将推出的 Rubin Ultra GPU 的高带宽内存 (HBM) 容量已大幅削减。初步预览显示为 1TB HBM，但量产版本预计将配备 192GB HBM4，这一容量低于标准 Rubin GPU 的 288GB。此次降级归因于堆叠内存芯片数量的变化、堆叠高度的降低，以及转向容量较低的 HBM4 芯片而非 HBM4E。 AI
影响 Nvidia Rubin Ultra GPU 上 HBM 容量的减少可能会影响 AI 训练和推理性能，从而可能影响 AI 工作负载的成本效益比。
排序理由 关于主要硬件供应商即将推出的 GPU 规格发生重大变化的报道。
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This and more is contained in the SemiAnalysis Accelerator Model, where we first broke this news to subscribers in July. Subscribe to find out more on the implications, what Nvidia is doing to offset lower capacity per GPU, and our views on where HBM specs are heading in the http…
HBM MASSIVE CONTENT DOWNGRADE ALERT🚨🚨: Nvidia Rubin Ultra will ship with 192GB of HBM4 8-hi. Not only is this a huge downgrade from the original Rubin Ultra which was previewed with 1TB of HBM, but it is even lower than regular Rubin which has 288GB. How did HBM content for https…