SemiAnalysis believes that NVIDIA Rubin has reduced memory from 55TB to 28TB, but the cost only decreased by 10%, dropping from 7.6 million to 6.8 million.

华尔街见闻2026/06/04 13:42

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This indicates that the memory in Rubin's BOM is not that valuable; in other words, NVIDIA secured a long-term contract at a very low price. The main costs are the GPU, PCB ($116,700 per rack), optical modules, and cooling. Cutting memory is the most "cost-effective" trade-off for NVIDIA: the saved funds are entirely invested in interconnects. Expand

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SemiAnalysis believes that NVIDIA Rubin has reduced memory from 55TB to 28TB, but the cost only decreased by 10%, dropping from 7.6 million to 6.8 million.

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