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11 Aug 2026, 12:47 AMTom's Hardware5.5 Nvidia reportedly testing lower memory configs of Rubin Ultra as memory shortage bites back — designs tested include as little as 192 GB and step back to HBM4

Nvidia is reportedly testing reduced memory configurations for its upcoming Rubin Ultra AI accelerator due to HBM supply shortages, with designs including as little as 192 GB and a step back to HBM4 from a more advanced memory type. The report is based on supply-chain rumors, not official confirmation.

Why: If Rubin Ultra ships with less memory than originally planned, AI/ML teams building large-model inference or training pipelines should factor tighter VRAM ceilings into their 2026-2027 infrastructure roadmaps — especially in SEA where GPU access is already constrained by allocation priority. Founders budgeting for next-gen GPU rentals or cloud instances should not assume memory specs will scale up linearly from current Blackwell-class hardware.

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