Nvidia and SK Hynix signed a multi-year pact to develop next-gen memory tailored for Nvidia's AI infrastructure roadmap, including for Vera Rubin (Yoolim Lee/Bloomberg)
THE SO WHAT
Memory is now co-designed with the model roadmap — Nvidia locking in SK Hynix for future AI-specific DRAM/HBM means performance and cost advantages will be baked into their stack, not available on the open market. If you're betting on alternative accelerators, assume a widening memory ecosystem gap you’ll have to close yourself.
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