NVIDIA's New AI Server Platform Reportedly Reduces Memory Capacity, Sending Shockwaves Through Global Memory Stocks

KuCoinFlash

Release Time: 06/06/2026 03:25:08

Summary

A recent on-chain analysis by SemiAnalysis revealed that NVIDIA’s new Vera Rubin AI server platform reduces system memory, triggering a market reaction. The Fear & Greed Index for memory stocks turned sharply negative as SK Hynix dropped 9.92% on June 5. The A-share memory index fell 4%, with Baiwei Storage, Jiangbolong, and Lontium Technology also declining. Industry observers note the cut affects CPU memory, not GPU performance, as NVIDIA balances cost, power, and supply chain requirements.

ME AI News: Since 2026, the market capitalization of storage companies has continuously reached new highs, as the market seeks to reclassify storage assets from traditional "cyclical stocks" to "core infrastructure assets of the AI era." During this valuation transition window, a report by overseas research firm SemiAnalysis on NVIDIA’s new Vera Rubin AI server platform—highlighting memory downgrades and reduced costs—triggered a broad correction among global storage-related stocks. On June 5, SK Hynix plunged 9.92%, and China’s A-share memory index fell 4%, with leading storage companies such as Biwin Storage,江波龙 (Jiangbo Long), and Memblaze seeing their stock prices retreat. According to industry analysis, the reported memory downgrade applies only to the CPU-side system memory and has no relation to GPU computing cores; this reflects NVIDIA’s strategic balance among supply chain, power consumption, and cost considerations. (Securities Times) (Source: MLion)

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