I keep coming back to the same question with MU. Everyone is modeling this massive HBM/memory cycle based on AI demand continuing to explode. Fair enough. But what happens if Nvidia’s response to the memory bottleneck isn’t simply buy more memory? There’s already reporting that Nvidia is testing lower-memory configurations for Rubin Ultra. Separately, TrendForce previously reported that Nvidia was only getting enough LPDRAM to cover roughly 60% of its projected SOCAMM requirements and responded
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