Industry
Nvidia seen reverting Rubin CPX memory to HBM from GDDR7
Market expectations are growing that Nvidia could switch the memory in its next-generation AI inference accelerator, Rubin CPX, from GDDR7 back to high-bandwidth memory. The view is driven by assessments that large-scale production inference workloads require more bandwidth and capacity than GDDR7 can efficiently provide. Rising inference demand cited by CEO Jensen Huang and comments on supply constraints have added momentum. A switch would require redesign and could affect HBM supply-demand outlooks.
