#verarubin — Public Fediverse posts

Jensen Huang’s message to the DRAM market is clear: "Whatever you can build, we will take." With the Vera Rubin platform on the horizon and HBM4 demand hitting fever pitch, we are entering a structural "AI Memory Supercycle" that will redefine data center ROI through 2027.

https://www.buysellram.com/blog/dram-shortage-wont-end-in-2026-why-nvidia-just-told-fabs-to-build-more-well-buy-it-all/

#ArtificialIntelligence #DRAM #DRAMShortage #HBM #Semiconductors #DataCenter #AIInfrastructure #NVIDIA #VeraRubin #JensenHuang #TechStrategy #GPU #RAM #technology