AI 导读
Nvidia 将 Rubin Ultra 的 HBM 从 12-Hi 降规到 8-Hi，因为真正的瓶颈是 $/带宽，而不是 $/容量。我们来算一算（1/2）🧵
正文
Nvidia de-specced Rubin Ultra's HBM from 12-Hi to 8-Hi because the real bottleneck is $/bandwidth, not $/capacity. Let's do the math (1/2)🧵
来源：@SemiAnalysis_ · x.com