NVIDIA's Vera Rubin AI System Sets the Stage: HBM4 Dominance for SK hynix and Samsung!
Analysis
NVIDIA's next-generation "Vera Rubin" AI system is set to revolutionize large model training and inference with its high-bandwidth memory advancements! The system's focus on SK hynix and Samsung for HBM4 underscores their leading roles in the high-end AI server market, creating exciting possibilities for future AI innovations.
Key Takeaways
- •NVIDIA's Vera Rubin AI system prioritizes SK hynix and Samsung for HBM4, showcasing their dominance in high-end AI servers.
- •Micron will supply LPDDR5X memory for the CPU portion of the "Vera" platform, ensuring its continued role.
- •The VR200 NVL72 system has significantly increased bandwidth, improving performance for LLM applications.
Reference / Citation
View Original"In the HBM4 supply share corresponding to the VR200 NVL72 system, SK hynix is expected to account for about 70%, Samsung will take the remaining 30% quota, and Micron currently has no supply commitment in HBM4."
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cnBetaFeb 6, 2026 17:50
* Cited for critical analysis under Article 32.