HBM Shortage Reshapes AI Chips as Rubin Ultra Faces New Limits
The HBM shortage is becoming a bigger issue for the next generation of AI chips.Nvidia is reportedly testing lower-memory versions of its upcoming Rubin Ultra accelerator. The reported shift comes as advanced HBM4E supply faces tighter constraints.Earlier plans pointed toward very high memory capacity for next-generation systems.Now, hardware limits may influence chip design itself. For…
