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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)

2026-08-10 | by Jake Roach | tags: nvidia, rubin ultra, hbm4

2.

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)

2026-07-22 | by Anton Shilov | tags: meta, amd instinct, hbm4

3.

Why isn't AMD's MI300X competitive? (news.ycombinator.com)

2026-04-28 | by Dylan Patel | tags: amd, mi300x, nvidia h100

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