Goldman Sachs: Storage Costs of Nvidia's Vera Rubin Chip Account for Approximately 62% of BOM
By: x.com|2026/08/10 15:34:00
0
Share
Prefer us on Google
Goldman Sachs' latest report confirms that the storage component costs in the bill of materials (BOM) for Nvidia's next-generation "Vera Rubin" super chip are expected to account for about 62%. The analysis indicates that in the Vera Rubin platform, the cost proportion of the SOCAMM2 memory module on the CPU side is significantly higher than that of the HBM4 high-bandwidth memory on the GPU side. Goldman Sachs previously pointed out that as the demand for AI infrastructure continues to grow, memory is becoming a key component in the cost structure of AI server hardware. This report further highlights the importance of the storage segment in the AI chip supply chain, especially as the demand for high-performance memory for next-generation AI computing platforms is rapidly increasing.
-- Price
--
--
--
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like
Blockstream Validates Existing Hardware Wallets for Quantum-Resistant Signature Schemes
Cathie Wood and Bernstein Expect Rise for Circle
Bitcoin has risen over 20% since last week, while experts maintain their confidence in crypto-focused companies.
Monad Co-Founder Achieves End-to-End Encryption for BTX on Two Nodes
Lei Jun Unveils the Xuanjie O3, O100, and D100 Chips
Ukraine to Hold Three 'Green' Auctions for 850 MW
Meta Launches AI Coding Tool Muse Code, Reduces Token Usage Fees by 80%
Tencent Restructures AI Gaming Team, Integrating ARC Lab and Game AI Teams
Katis Signs Supply Contract for AI Security Screening Solutions with SeeTrue
Katis (140430) is partnering with Israeli AI security screening company SeeTrue Screening to supply AI security screening solutions for domestic airports and customs.
Dali Light Transitions to Direct Supplier in NVIDIA's Optical Communication Supply Chain
Taiwanese optical component company Dali Light ($3008) has reportedly expanded its role into the Fiber Array Unit (FAU) domain within NVIDIA's ($NVDA) next-generation optical communication supply chain. The demand for artificial intelligence (AI) data...
Peter Thiel's Fund Bets on AI Power Needs with 418.7 Million USD Holdings
Link Solution Launches Defense and Aerospace Center in Daejeon
Link Solution has established a base for additive manufacturing of defense and aerospace components in Daejeon, promoting entry into the defense supply chain.
SK Hynix Introduces Advanced Packaging Technology to Advance Next-Generation HBM Solutions
Alpha Chips Expands ASIC Orders in the U.S.
Alpha Chips is pushing to expand its overseas order base targeting the custom semiconductor markets in the U.S., Japan, and China. After restructuring its business to focus on AI semiconductors and high-performance computing, the company plans to broaden its global project order pipeline.
eCash Processes 25,092 Blocks in 13 Hours
Bitcoin (BTC) hard fork eCash (ECX) processed over 25,092 blocks in about 13 hours after the start of its alpha phase. The initial difficulty reset and mining participation contributed to the block interval and difficulty.
Flipkart Minutes Surpasses 1,000 Logistics Hubs in India
Walmart-owned Flipkart's instant delivery service, Flipkart Minutes, has grown to handle around 1 million orders per day. The competition in India's quick commerce sector is expanding beyond grocery delivery to include electronics, beauty products, and household items delivered within minutes.
Google Partners with AMD to Develop 10th Generation TPU with Integrated CPU Cores for AI Computing Needs
Anthropic Adjusts AI Model Misalignment Risk Assessment to 'Low'
Anthropic has raised the risk assessment of AI models acting contrary to intentions in high-risk environments from 'very low' to 'low'. The undisclosed internal model, Model 2, has shown strong performance.
Anthropic Announces Application of Invisible Watermark to Claude Text Generation
Anthropic has revealed its method for embedding an invisible watermark in text generated by Claude, which is not identifiable by readers.
web3: Z.ai Releases GLM-5.3 Programming Model Targeting Open Source Weight Market
Qwen 3.8-27B Surpasses Muse Glimmer, Approaches Claude Opus 4.6
Mixedbread Unveils Search Agent Toast 1
Mixedbread has unveiled Toast 1, a search agent dedicated to retrieving information for large language models.
LG Electronics Plans to Launch Next-Generation Humanoid Robot in 2027
Lin Junyang Reveals Business Direction of AI Startup Pragmatik Labs
Lin Junyang, former CTO of Qwen, has officially unveiled the Shanghai-based AI startup Pragmatik Labs. The company focuses on next-generation AI agents that bridge the digital and physical worlds.
SUI Co-founder Pushes for Mass Production of Quantum-Resistant Wallet Cards Under $10
The co-founder of SUI is pushing for the mass production of quantum-resistant hardware wallet cards priced under $10 each. The goal for processing quantum-resistant signatures based on Near Field Communication (NFC) is set at 1 to 2 seconds.
Bitcoin Could Turn Wasted Energy into Revenue for Ireland and Ukraine
Endlight Secures 15 Billion Won Investment with Naver's Third Round of Funding
NVIDIA to Lower Specifications for Rubin Ultra, Increasing HBM Demand Outlook
San Francisco's ChatTJB Chatbot Manually Replies to All Questions by Its Founder
Archer Signs Acquisition Agreements with Three Boeing Subsidiaries
Archer Aviation ($ACHR) is acquiring Boeing's ($BA) subsidiaries Wisk Aero, SkyGrid, and Insitu. Boeing will receive...
Debug Cycle Reduced by 40%, Synopsys Unveils AI Design Tools
Synopsys has unveiled two semiconductor design workflows that autonomously perform verification and implementation tasks. The initial evaluation of the debug workflow showed a 25-40% reduction in work cycles.
Blockstream Validates Existing Hardware Wallets for Quantum-Resistant Signature Schemes
Cathie Wood and Bernstein Expect Rise for Circle
Bitcoin has risen over 20% since last week, while experts maintain their confidence in crypto-focused companies.
Monad Co-Founder Achieves End-to-End Encryption for BTX on Two Nodes
Lei Jun Unveils the Xuanjie O3, O100, and D100 Chips
Ukraine to Hold Three 'Green' Auctions for 850 MW
Meta Launches AI Coding Tool Muse Code, Reduces Token Usage Fees by 80%
...
Contents
Latest articles
08/10/2026
Latest coin listings on WEEX
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com
