Nvidia Cuts Rubin Ultra HBM Memory to 192GB
SemiAnalysis says memory costs drove the reduction from 384GB to 192GB.
SemiAnalysis posted that Nvidia reduced Rubin Ultra HBM specs from HBM4E 12-Hi at 384GB to HBM4 8-Hi at 192GB. The firm stated that memory had reached about 40 percent of total capital cost of ownership after recent HBM and DRAM price increases. It described the change as a response to supply constraints and higher costs rather than lower demand, noting that pricing power remains with suppliers and the shortage is widening. The posts included a third-party generated headline on the topic.
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Nvidia Cuts Rubin Ultra HBM Memory to 192GB
SemiAnalysis says memory costs drove the reduction from 384GB to 192GB.
SemiAnalysis posted that Nvidia reduced Rubin Ultra HBM specs from HBM4E 12-Hi at 384GB to HBM4 8-Hi at 192GB. The firm stated that memory had reached about 40 percent of total capital cost of ownership after recent HBM and DRAM price increases. It described the change as a response to supply constraints and higher costs rather than lower demand, noting that pricing power remains with suppliers and the shortage is widening. The posts included a third-party generated headline on the topic.
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3 postsSE 
SemiAnalysis@SemiAnalysis_Nvidia has despecced Rubin Ultra's HBM: from HBM4E 12-Hi (384GB) down to HBM4 8-Hi (192GB). Why strip memory out of your flagship rack-scale system? Because after the latest HBM and DRAM price hikes, memory had quietly become ~40% of total capital cost of ownership. We ran the…
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SE SemiAnalysis@SemiAnalysis_The despec cuts HBM cost by >50% — even with the 2026 HBM price hike already baked in — and takes memory from ~40% to ~28% of total capital cost. But that spend doesn't vanish. It's redirected into scale-up networking: on the NVL576 NPO SKU, scale-up triples from 4% to 12% of…
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SE SemiAnalysis@SemiAnalysis_The takeaway: despec is a symptom of the supply crunch, not weakening demand. When the industry's largest, best-positioned buyer is stripping memory content just to manage cost and availability, pricing power sits firmly with suppliers — and the shortage is broadening, not…
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