Nvidia는 HBM 병목을 완화하기 위해 메모리 용량을 낮춘 Rubin Ultra GPU 설계를 검토 중인 것으로 전해졌으며, 투자자들은 Micron의 동향도 주시하고 있다.

Nvidia is reportedly testing at least three Rubin Ultra variants with reduced high-bandwidth memory (HBM) capacity.

The HBM shortage reflects surging AI infrastructure demand and rising data center spending. Lower-memory chips could require AI companies to deploy more GPUs to run large models. Stocktwits retail traders viewed the report as a sign of ongoing AI supply constraints, with some seeing Micron as a potential beneficiary.

Nvidia Corp. (NVDA) is reportedly testing multiple versions of its next-generation Rubin Ultra graphics processing unit (GPU), including designs with less HBM than originally planned, as it evaluates ways to navigate potential supply constraints. The move reflects broader pressure on the semiconductor industry, as soaring AI demand has strained the availability of advanced memory chips.

The development has also sparked debate among Stocktwits retail traders over whether memory supplier Micron Technology (MU) could emerge as a key beneficiary if HBM shortages persist.

**NVDA Tests Lower-Memory Rubin Ultra Variants**

Over the past few weeks, Nvidia has been testing at least three versions of the Rubin Ultra GPU, some of which feature less memory than the company initially announced, according to The Information, citing people with knowledge of the trial. The company is considering the lower-memory designs in part because it may not be able to secure enough advanced memory chips to support its original configuration.

While lower memory could affect performance, AI companies running large models on the reduced-memory versions may need to deploy more GPUs than they otherwise would, according to the report.

CEO Jensen Huang unveiled the Rubin Ultra at Nvidia's annual developer conference in 2025, saying each GPU would include 1TB of HBM4E memory spread across 16 memory stacks.

**AI Boom Fuels HBM Supply Crunch**

Nvidia's reported move shows how the AI boom has stretched the chip industry's ability to meet surging data center demand. The resulting shortage of high-bandwidth memory chips has pushed up prices, increasing costs across the technology industry and forcing companies to spend more on hardware, according to The Information.

The situation is notable because demand for Nvidia's AI GPUs has itself contributed to the memory shortage, and the company is now exploring alternative memory configurations. The Rubin Ultra samples under evaluation would represent a reduction in memory compared with Nvidia's Rubin chip, which is already in mass production and being rolled out to customers.

**NVDA Stock: Retail Debates Nvidia's Rubin Ultra Rethink**

On Stocktwits, retail sentiment for NVDA was "bullish," unchanged over the past 24 hours, while message volume remained "high" over the same period.

Stocktwits retail traders largely viewed the report as evidence that AI infrastructure demand is running up against real-world supply constraints, while debating the implications for Nvidia and memory chip suppliers. Micron entered the discussion as one of Nvidia's suppliers of the high-bandwidth memory used in its AI GPUs.

One retail trader said Nvidia's reported testing of lower-memory Rubin Ultra GPUs suggests "supply constraints are real" even for the AI chip leader. The user added that less memory per chip could require more GPUs to run large AI models, concluding, "The AI buildout isn't stopping. It's just getting more complicated."

Another retail trader said the reported memory reduction shows that "supply crunch is real," adding that while it could allow Nvidia to produce more GPUs, "MU is the real beneficiary here," as AI infrastructure buildouts run into physical supply constraints.

NVDA stock has gained nearly 17% year-to-date. NVDA shares were up 0.10% in Thursday afternoon trading at the time of writing.