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    2026-07-28

    [News] NVIDIA Reportedly Halves Vera Rubin SOCAMM Capacity as Memory Costs Near 29% of System BOM

    Semiconductors

    Rising memory costs are prompting AI hardware vendors to rethink their product strategies. According to Wccftech, citing analysis from GF Securities, NVIDIA is reportedly reducing the memory capacity of its Vera Rubin NVL72 rack-scale AI system to cope with elevated memory prices and ongoing supply ...

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