Nvidia says rising HBM costs and tighter supply are pushing it to co-design GPUs, CPUs, networking, storage and software for memory efficiency rather than adding HBM capacity. It says Vera Rubin NVL72 reaches up to 30 times the cost-per-throughput of GB300 NVL72 with only about 3% more HBM per GPU.
Nvidia says co-designed memory stack lifts inference throughput up to 30-fold
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