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#memory-supply News & Analysis

2 articles tagged with #memory-supply. AI-curated summaries with sentiment analysis and key takeaways from 50+ sources.

2 articles
AIBullishBlockonomi · Jun 57/10
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Jensen Huang Approves Samsung, SK Hynix, and Micron for NVIDIA (NVDA) HBM4 Memory Supply

NVIDIA CEO Jensen Huang has certified Samsung, SK Hynix, and Micron as approved suppliers for HBM4 memory chips destined for the Vera Rubin GPU platform, launching in Q3 2026. This diversification of supply sources is designed to deliver a 10x performance increase in AI capabilities and addresses NVIDIA's previous reliance on single suppliers.

🏢 Nvidia
AIBearishBlockonomi · May 87/10
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Larry Fink Warns of Structural Compute Scarcity as AI Demand Outpaces Global Supply

Larry Fink warns that compute capacity is becoming a structural bottleneck as AI infrastructure demand grows 80% annually while DRAM supply only expands 16% yearly. Data centers are expected to consume 70% of global memory chip production in 2026, positioning compute futures as an emerging tradable asset class analogous to commodities like oil and grain.