Nvidia Vera Rubin AI Accelerator Production
Analysis based on 6 articles · First reported Jun 01, 2026 · Last updated Jun 01, 2026
The announcement of Nvidia's Vera Rubin AI accelerator entering full production, coupled with the confirmed HBM suppliers, is expected to significantly boost the stock prices of SK Hynix and Samsung Electronics due to increased demand for high-bandwidth memory. Nvidia's market position in AI is further solidified, potentially leading to positive investor sentiment for the company. The increased cost share of memory in AI platforms, as estimated by Morgan Stanley, indicates a growing revenue stream for memory manufacturers.
Nvidia CEO Jensen Huang announced at GTC Taipei that the company's next artificial intelligence accelerator, Vera Rubin, is now in full production. This platform will utilize high-bandwidth memory (HBM) from SK Hynix, Samsung Electronics, and Micron Technology. SK Hynix is positioned as the primary supplier, securing an estimated 60-70% of Nvidia's HBM4 volume for the Rubin launch. Samsung Electronics has regained significant ground, securing 25-30% of the order after clearing Nvidia's qualification tests and shipping its 12-layer HBM4. Micron Technology will take a smaller, supplementary share. The cost of memory in a Rubin rack is estimated to be 435% higher than in the previous generation, highlighting the growing importance and value of HBM. Samsung Electronics has also begun shipping early samples of HBM4E, the seventh-generation memory, for the Vera Rubin Ultra, expected in late 2027. Jensen Huang is scheduled to visit Seoul to meet with leaders of South Korea's largest conglomerates, including SK Group Chairman Chey Tae-won, to discuss memory and other topics.
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