Story thread · 3 reports / 2 sources

Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

digitimes.com · 23hShare

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown. The biggest single line item is not HBM4 but SOCAMM2, the LPDDR5X memory module attached to the Vera CPU, which runs close to US$20,000 per Superchip.

First report: Nvidia’s Vera Rubin superchip memory costs estimated at 62% of materials bill, Goldman Sachs says — cryptobriefing.com, 1d