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Institutions Alert: Vera Rubin Cabinet Costs May Skyrocket to $9.1 Million, with HBM4 Memory Prices Expected to Hit $53 per GB
7 hour ago /
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Author：小编
Recently, investment bank Bernstein released a report stating that NVIDIA's next-gen Vera Rubin AI chips are anticipated to commence large-scale shipment in 2027. By that time, the cost of high-bandwidth memory (HBM4) is projected to escalate dramatically, consequently driving up the overall cost of entire cabinet systems. Based on the institution's projections, the total price of NVIDIA's Vera Rubin NVL72 cabinets, which are utilized for AI computing clusters, could soar to approximately $9.1 million. Notably, storage and memory expenses are expected to constitute around $3.2 million of this total. This projected cost is significantly higher than the previous estimate of approximately $7.8 million per cabinet provided by Morgan Stanley.
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