Nvidia Rubin will 'soak up NAND supply like a sponge absorbs water' says one analyst, thanks to the AI…
Nvidia's upcoming Rubin servers, featuring new context memory storage (CMX) technology, are expected to significantly increase demand for NAND flash memory. Analysts predict this demand will surge from 35 million TB this year to over 100 million TB next year, potentially impacting consumer prices due to AI industry prioritization. Samsung is reportedly positioning itself as a key supplier for this new demand.
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