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Nvidia demonstrates Rubin Ultra tray, the world's first AI GPU with 1TB of HBM4E memory — new chips will slot into Kyber racks

What happened

Nvidia demonstrated its Rubin Ultra data center GPU tray featuring 1TB of HBM4E memory, slated for 2027. The platform will integrate into the new Kyber rack design, which houses 144 GPU packages and uses liquid cooling. Watch: This roadmap announcement may shift long-term demand for HBM and advanced packaging but has no immediate supply or price impact.

Impact and signal

Low impactImpact score: 22/100

Affected components and suppliers

HBM4EAI GPU

Nvidia

roadmapnew-product

Source and time

Source: Tom's Hardware · 3/17/2026 · View original source

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Nvidia demonstrates Rubin Ultra tray, the world's first AI GPU with 1TB of HBM4E memory — new chips will slot into Kyber racks

What happened

Impact and signal

Affected components and suppliers

Source and time

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