SemiAnalysis founder Dylan Patel said clients were informed as early as March that Rubin Ultra 16 Hi would be replaced by a 12 Hi version.
According to NS3.AI, Citrini researchers cited sources claiming Nvidia planned to reduce the memory configuration in next-generation rack systems.
The reported change would shift Rubin Ultra from a 16 Hi configuration to a 12 Hi version, based on the accounts cited by Patel and Citrini researchers.
AI TRENDS | SemiAnalysis Founder Says Nvidia’s Rubin Ultra 16 Hi May Be Replaced by 12 Hi Version
2026-06-21 07:50:03
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