GPUS

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Nvidia Qualifies Samsung, SK Hynix, and Micron for 𝐇𝐁𝐌𝟒 Supply - Bloomberg - $NVIDIA(NVDA.US) $Micron Tech(MU.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Nvidia certifies 𝐒𝐚𝐦𝐬𝐮𝐧𝐠, 𝐒𝐊 𝐇𝐲𝐧𝐢𝐱, and 𝐌𝐢𝐜𝐫𝐨𝐧 to supply HBM4 memory.

➤ HBM4 will power Nvidia’s next-generation 𝐕𝐞𝐫𝐚 𝐑𝐮𝐛𝐢𝐧 AI platform.

➤ Jensen Huang confirms all three suppliers are 𝐪𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 and in production.

➤ Vera Rubin systems are in 𝐟𝐮𝐥𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧, with deliveries targeted for Q3.

➤ New platform combines Vera CPUs, Rubin GPUs, and terabytes of 𝐇𝐁𝐌𝟒 per server.

➤ Memory remains one of the industry’s most critical 𝐀𝐈 𝐬𝐮𝐩𝐩𝐥𝐲 𝐜𝐡𝐚𝐢𝐧 bottlenecks.

➤ Nvidia is expanding its presence in Korea, including plans for a new 𝐑&𝐃 𝐜𝐞𝐧𝐭𝐞𝐫.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“All three vendors have been qualified,” Huang told reporters in Seoul.

“All three vendors are in production, and they’re all racing to support Vera Rubin.”

Huang also noted that Nvidia’s Vera Rubin AI systems are now in full production and highlighted the importance of memory suppliers in supporting the next generation of AI infrastructure.