Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question

Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications of even the AI chip leader's most advanced products. The potential redesign could force cloud providers and AI developers to reconsider how many GPUs they need for large models, while handing memory suppliers greater leverage over the economics of the 2027 AI infrastructure build-out.