How Nvidia’s Memory Bottleneck Could Hit Small AI Teams
Behind Nvidia’s next superchip isn’t cores but a scarce memory—and one supplier controls it. New HBM4 validation for Rubin could gate who gets Rubin-class GPUs, spike costs, and favor hyperscalers. Read how memory bottlenecks, supplier deals, and allocation strategies will decide which companies train models—and who’s left on the sidelines.
