AI 导读
SemiAnalysis 指出 Nvidia 已将 Rubin Ultra 的 HBM 规格从 HBM4E 12-Hi 384GB 下调到 HBM4 8-Hi 192GB。原因是最新一轮 HBM 和 DRAM 涨价后，显存已占到系统总资本成本的约 40%。相关 TCO 测算来自 SemiAnalysis 近期一场会议主题演讲。
正文
Nvidia has despecced Rubin Ultra's HBM: from HBM4E 12-Hi (384GB) down to HBM4 8-Hi (192GB).
Why strip memory out of your flagship rack-scale system? Because after the latest HBM and DRAM price hikes, memory had quietly become ~40% of total capital cost of ownership.
We ran the TCO math in a recent conference keynote (1/3)🧵
来源：@SemiAnalysis_ · x.com