Goldman Sachs: Storage Costs of Nvidia's Vera Rubin Chip Account for Approximately 62% of BOM
Prefer us on GoogleGoldman Sachs' latest report confirms that the storage component costs in the bill of materials (BOM) for Nvidia's next-generation "Vera Rubin" super chip are expected to account for about 62%. The analysis indicates that in the Vera Rubin platform, the cost proportion of the SOCAMM2 memory module on the CPU side is significantly higher than that of the HBM4 high-bandwidth memory on the GPU side. Goldman Sachs previously pointed out that as the demand for AI infrastructure continues to grow, memory is becoming a key component in the cost structure of AI server hardware. This report further highlights the importance of the storage segment in the AI chip supply chain, especially as the demand for high-performance memory for next-generation AI computing platforms is rapidly increasing.
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like
Crypto: A macro bomb is coming Wednesday, the market braces for shock
Pentagon lends $1.4 billion to battery startup without China
$26 Billion, 70% in Native Tokens: The Time Bomb of DAOs
An event for Bitcoin, a 'non-event' for its price
Bitcoin Hesitates, Ethereum Resists – Steady Lads
Apple Faces Growing Skepticism: Jefferies Downgrades Rating and Price Target
Peter Brandt's Warning: Bitcoin May Drop Again to $58,000
UMAMI Invests Over 50 Million EGP in AI-Powered Education Platform
Agribusiness and Blockchain: Shielding Traceability Against the Global Siege
Pump.fun Goes All In: Offering $30,000 Monthly Salary to Compete with FOMO for 'Trading Influencers'
US Inflation Sets Course for Dollar and Fed Interest Rates
Central Bank Requires 24-Hour Hold on Crypto Transactions Over R$ 10,000
Crypto Cards: A New Record of $759 Million, Far from Exchanges
Analysis: Bitcoin Buying Pressure Returns, Rebound Relies on Macro Improvement, Institutional Demand Rises but Upside Limited
Blockchain Capital Partners Discuss: The Next Bull Market May Be Just Around the Corner
Withdrawal of Cardano ETF: Why is Grayscale stepping back right now?
INVEST Network Pre-Sale Soars to $3.35 Million: Focuses on AI Verification with Home Hardware
Fitting Platform Closes $1.1 Million Investment Round to Enhance Digitalization of Construction Supply Chains in Saudi Arabia
In This Cycle, Don't Pay for Stories Anymore
Castle Securities Turns Bullish on Gold for the First Time This Year, Five Catalysts May Drive Gold Prices into a New Cycle
Russians Warned: USDT Cryptocurrency Asset Freezing Possible by US Decision
Hardware Crypto Wallets Have Gained Significant Popularity Among Russians
Nearly $4 Billion in RWA Active in DeFi: Who is Supporting It?
Volatility Compression and CPI: Trader Assesses Bitcoin and Ethereum Movement Scenarios
Belgrano Cargas: The Government Changed the Privatization Scheme and Defined What to Do with the Funds from Train Sales
Are US Treasury Yields Out of Control? Bessent's Continuous Moves Signal 'Rescue for the Bond Market'
Investors are about to drain a $217 million trust fund while voting to keep its Bitcoin SPAC alive
MARA sold $1.63B in Bitcoin as treasury holdings fell in 2026
After Three Years of Continuous Stock Sell-Off, Buffett Finally Takes Action
Cryptocurrency Altseason 2026: 5 Tokens Leading the Return of Interest in Altcoins
Crypto: A macro bomb is coming Wednesday, the market braces for shock
Pentagon lends $1.4 billion to battery startup without China
$26 Billion, 70% in Native Tokens: The Time Bomb of DAOs
An event for Bitcoin, a 'non-event' for its price
Bitcoin Hesitates, Ethereum Resists – Steady Lads
Apple Faces Growing Skepticism: Jefferies Downgrades Rating and Price Target
Latest articles
Latest coin listings on WEEX
