AI 导读
Myron Xie 与 @JordanNanos 一起聊了为什么 NVDA 的 Rubin Ultra 预览版每封装有 1TB HBM，而实际出货的是 192GB。 这归根结底是供应问题而非性能问题，为什么 4-HI 能让每片晶圆可收获的 cube 数量翻倍还多，为什么最强烈呼吁减少内存的声音恰恰来自实验室自己，以及短缺何时终于缓解。
正文
Myron Xie joins @JordanNanos on why NVDA's Rubin Ultra preview had 1TB of HBM per package vs the 192GB that ships.
It comes down to supply and not performance, why 4-HI more than doubles the cubes you can harvest per wafer, why the loudest calls for less memory are coming from the labs themselves, and when the shortage finally eases.
来源：@SemiAnalysis_ · x.com