SemiAnalysis Reports Rubin Ultra Memory Cut to 192GB
SemiAnalysis says the chip will use 192GB HBM4, below earlier plans and regular Rubin.
SemiAnalysis posted that Nvidia Rubin Ultra will ship with 192GB of HBM4 in an 8-hi stack. The account called the amount a massive downgrade from the 1TB originally previewed and noted it falls below the 288GB in regular Rubin. The post attributed the reduction to fewer memory cubes, a lower stack height, and the switch to HBM4 dies. AI commentator scaling01 replied with a bearish take on model scaling limits. Replies on X split between concerns over constrained supply and arguments that efficiency gains offset the cut. The packet contains no first-party Nvidia confirmation.
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…
Reactions
5 postsLA 
Lisan al Gaib@scaling01bearish as fuck we are going to be stuck on small ass models forever
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LA Lisan al Gaib@scaling01but if I'm serious it's not that serious I mean Cerebras and Groq are just chaining together dozens, hundreds or even thousands of chips if we want to scale to 100T models we could just do it today
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TT the tiny corp@__tinygrad__@scaling01 nah how's 432 GB sound?
- likes: 179
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ZE Zephyr@zephyr_z9Nah, they are blowing up the scale up world size to compensate for lower HBM per GPU
- likes: 201
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