---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000907089.md"
description: "BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently.$NVIDIA(NVDA.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Meta Platforms(META.US)"
datetime: "2026-09-21T00:15:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000907089.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000907089.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000907089.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# BofA: We do not expect “de-spec” or lower memory c…


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## Comments (1)

- **beta-one · 2026-09-21T02:24:20.000Z**: more memory per accelerator shifts bill of materials share toward the memory makers, which squeezes the accelerator vendor's margin unless asps move with it.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**