NVIDIA's Next-Gen Rubin AI Server Reduces Memory Capacity by 50%

KuCoinFlash

Release Time: 06/04/2026 16:22:32

Summary

NVIDIA’s next-generation Rubin NVL72 AI server reduces rack memory from 55TB to 28TB by using 96GB SOCAMM modules instead of 192GB. The change, aimed at alleviating supply chain delays, impacted memory stocks such as Micron and SK Hynix. SemiAnalysis CEO Dylan Patel said the report’s title was misleading. Traders are monitoring altcoins as shifts in the Fear & Greed Index coincide with AI hardware updates reshaping market sentiment.

ME AI message: According to market reports tonight, SemiAnalysis’s latest research report indicates that NVIDIA’s next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memory configuration. To address supply chain constraints and ensure timely delivery of Rubin racks, the capacity per rack has been drastically reduced from the originally planned 55TB to 28TB—a cut of approximately 50%. The system now uses a reduced-spec 96GB SOCAMM memory module instead of the previous 192GB high-end module. As a result, memory-related stocks including Micron and SK Hynix have come under selling pressure. In response, Dylan Patel, founder, CEO, and chief analyst at SemiAnalysis (@dylan522p), stated: “I enjoy when people share our statements but miss most of the details in our notes. Our original report did not use such clickbait headlines.” (Source: ODAILY)

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