Home › Chips & Hardware › ReportChips & Hardware · ReportNVIDIA Rubin HBM4 Supply Bottleneck: HBM4 Sold Out in 2026, Vera Rubin Capacity Ramp Pushed to 2027Trade pressSlicast · August 7, 2026 · Global · Source: NextBigFutureimportance 81Read the originalShareCompanies in this storyNvidiaCapex history →In-depth analysisCommentaryBroadcom vs Nvidia: Custom XPU Versus Merchant GPU in the Inference Build-OutCommentaryNvidia's Hugging Face Acquisition, September 2026: Developer Ecosystem at $12.93 BillionRelated reportsChips & HardwareHut 8 secures second $9.8B Texas lease; Beacon Point 1 GW facility fully commercialized; NVIDIA reportedly the tenant2026-08-07Chips & HardwareNvidia reportedly considering lower memory configurations for Rubin Ultra GPU to ease HBM supply constraints.2026-08-07Chips & HardwareAMD acquires Taalas, AI chip startup specializing in model-specific inference chips that etch weights directly into silicon for up to 17,000 tokens/second throughput.2026-08-07Chips & HardwareNVIDIA reduces Rubin Ultra memory specifications from planned levels due to HBM supply shortage.2026-08-07Chips & HardwareNvidia reportedly reduces Rubin Ultra memory specs amid HBM bottleneck and shortage; considers lower-memory variants2026-08-07