Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Source: Digitimes· Joseph(C) Chen· August 10, 2026
Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown. The biggest single line item is not HBM4 but SOCAMM2, the LPDDR5X memory module attached to the Vera CPU, which runs close…

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