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@jukan05: Rumor: As memory prices have surged, memory has come to account for an excessively high share of the BOM, so Nvidia is reportedly carrying o...

@jukan05 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-21T10:23 抓取：2026-05-21 11:20
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摘要

据传闻，由于内存价格上涨导致BOM占比过高，英伟达正进行系统级优化，内部讨论在部分Vera Rubin配置中减少系统DDR内存（可能指LPDDR），HBM容量不变。

客观事实
  • 内存价格上涨导致BOM占比过高
  • 英伟达内部讨论减少Vera Rubin配置中的系统DDR内存
  • HBM容量维持不变
英伟达 Vera Rubin HBM LPDDR

原文

Rumor: As memory prices have surged, memory has come to account for an excessively high share of the BOM, so Nvidia is reportedly carrying out some system-level optimizations.

Internally, the company is said to be discussing reducing the amount of system DDR memory in some Vera Rubin configurations — translator’s note: this likely refers to LPDDR — while keeping HBM capacity unchanged.

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