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1.
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 (tomshardware.com)
2.
New HBF spec outlines tech that can give GPUs terabytes of extra memory — Sandisk and SK hynix unveil spec with up to 16-Hi NAND stacks, 3 TB/s bandwidth, UCIe (tomshardware.com)
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Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of versatility (tomshardware.com)
4.
Nvidia details Rubin architectural optimizations for inference – improvements target better performance and efficiency from the GPU to the rack (tomshardware.com)
5.
Historical memory prices 1960-2026 (news.ycombinator.com)
6.
Samsung's shares surge as much as 6% after company ships next-generation AI memory chip samples (cnbc.com)
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Samsung's $400,000 payout for memory workers sparks revolt as other divisions get only $4,000, fueling intentional production slowdowns — internal resentment disrupts packaging operations, major AI chip project decisions to a complete halt (tomshardware.com)
8.
More than 30,000 Samsung union members take to the streets to demand an average bonus of $400,000 per worker — May 21 strike date looms, union points to rival SK hynix granting higher bonuses to its employees (tomshardware.com)
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Samsung and AMD deepen AI memory pact with potential foundry deal on the table (techspot.com)
10.
AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership (tomshardware.com)
11.
Micron enters high-volume production of HBM4 for Nvidia Vera Rubin - 2.3x bandwidth improvement and 20% boost in power efficiency (tomshardware.com)
12.
Nvidia Groq 3 LPU and Groq LPX racks join Rubin platform at GTC — SRAM-packed accelerator boosts 'every layer of the AI model on every token' (tomshardware.com)
13.
SK Hynix continues monster $80 billion rally as it readies next-gen chips for Nvidia (cnbc.com)
14.
Nvidia-supplier SK Hynix readies next-gen memory chips, staying ahead of competition (cnbc.com)
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