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Nvidia Rubin

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SpaceX plans $40 billion funding for Nvidia AI hardware acquisition

SpaceX is exploring a potential $40 billion financing package to purchase Nvidia AI processors, aiming to boost its computing infrastructure. The funding would likely include $10 billion in bank loans and $30 billion in investment-grade debt, with a possible completion date in 2027. If successful, xAI could acquire around 5,000 Nvidia Rubin systems, containing approximately 360,000 AI accelerators, significantly expanding its AI capabilities.

SK hynix delays hybrid bonding for HBM until HBM5, cites 775-micron package limit

At Hot Chips 2026, SK hynix's Jaesik Lee said hybrid bonding won't be ready in time for HBM4E and will instead debut with HBM5, as current HBM4 packages are already constrained by a 775-micron thickness ceiling matching standard logic wafers. To keep scaling within that limit, 16-Hi HBM4 stacks now use dies thinned to about 50 microns with half the interlayer gap of 12-Hi designs, while SK hynix continues using its existing MR-MUF bonding method through upcoming Nvidia Rubin-generation products.