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Shay Boloor: Nvidia secures all major memory suppliers for HBM4 production
Shay Boloor reports that Nvidia CEO Jensen Huang has confirmed that Micron, Samsung, and SK Hynix are all in production on HBM4 for the Vera Rubin AI platform.
With all three major memory suppliers now involved, Nvidia is positioned to advance its next-generation AI platform development.
Shay Boloor recently reported that NBIS will invest over $9 billion in an AI cloud project in France with a planned 240MW capacity, marking one of Europe's largest deployments. He also covered IREN's surge above $65 following an increase in ARR guidance and a $1.6 billion DELL deal for AI systems in Texas centers. The latest update on Nvidia comes amid continued momentum in large-scale AI infrastructure investments.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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