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Sep 15, 2026NVIDIA qualified all three HBM makers for Vera Rubin. The fight is now allocation.
Jensen Huang confirmed SK hynix, Samsung, and Micron all passed HBM4 qualification for Vera Rubin, now in full production for H2 2026. Qualification was never the question. The allocation split, rough
Sep 15, 20266 min read0 reactions0 comments