The HBM memory supply issue has been a persistent headache for Jensen Huang. To ensure supply, he led a team to visit Asia in June this year, meeting with suppliers such as Samsung and SK Hynix. However, on August 7, news emerged that NVIDIA is testing multiple versions of the Rubin Ultra GPU with lower memory capacities than originally planned to cope with the HBM shortage. Jensen Huang had previously denied reducing HBM usage, but now NVIDIA seems to have to adjust its strategy.