CommemorativeJust short-term noise.
Why does NVIDIA's latest GPU use less DRAM?
Last night, a report from SemiAnalysis said that NVIDIA has proactively halved the CPU-side SOCAMM DRAM capacity for its next-generation AI supercomputer platform, the Rubin NVL72 rack. As soon as the news came out, the entire storage sector plummeted. Let's discuss in detail: 1. What exactly is this about? NVIDIA's main AI rack platform for 2026, a single cabinet houses 72 Rubin GPUs + 36 Vera CPUs, fully interconnected via NVLink, forming "a giant GPU." The GPU side uses HBM4 (about 20.7TB per cabinet)...
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