quote: As we first noted in May, Goldman now confirms that "memory is estimated to account for approximately 62% of the total bill of materials (BOM) for NVIDIA's next-generation "Vera Rubin" superchip, with the CPU-side SOCAMM2 memory module representing a significantly larger cost share than the GPU-side HBM4" More in the original note below. | Nvidia's Vera Rubin Rack Will Cost $7.8MM, Double A Blackwell Rack: Here's What's Behind The Soaring Price https://t.co/1dM8s88dbI

quote: As we first noted in May, Goldman now confirms that "memory is estimated to account for approximately 62% of the total bill of materials (BOM) for NVIDIA's next-generation "Vera Rubin" superchip, with the CPU-side SOCAMM2 memory module representing a significantly larger cost share than the GPU-side HBM4" More in the original note below. | Nvidia's Vera Rubin Rack Will Cost $7.8MM, Double A Blackwell Rack: Here's What's Behind The Soaring Price https://t.co/1dM8s88dbI

Source:https://x.com/zerohedge/status/2086832866164400250