英伟达考量激进方案：削减Rubin Ultra芯片显存容量

环球市场播报08-07

受先进高带宽显存芯片紧缺影响，英伟达正考虑一项激进方案：在下一代 GPU Rubin Ultra 上，搭载比原定规划更少的显存。　　三名直接参与测试的知情人士透露，过去几周，英伟达至少测试了三个版本的 Rubin Ultra 显卡，部分型号显存容量低于最初对外公布的规格。英伟达考虑推出低显存版本，部分原因在于公司可能无法采购足量高端显存，支撑原始设计方案。　　显存缩水有可能影响芯片性能，不过...

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上，搭载比原定规划更少的显存。\n　　三名直接参与测试的知情人士透露，过去几周，英伟达至少测试了三个版本的 Rubin Ultra 显卡，部分型号显存容量低于最初对外公布的规格。英伟达考虑推出低显存版本，部分原因在于公司可能无法采购足量高端显存，支撑原始设计方案。\n　　显存缩水有可能影响芯片性能，不过英...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-08-07/doc-inimnvkh9985434.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861220033.SGD","symbol_name":"Blackrock Next Generation Technology A2 SGD-H","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-07/doc-inimnvkh9985434.shtml","article_id":"2657837617","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2657837617","pubTimestamp":1786098660,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"受先进高带宽显存芯片紧缺影响，英伟达正考虑一项激进方案：在下一代 GPU Rubin Ultra 上，搭载比原定规划更少的显存。三名直接参与测试的知情人士透露，过去几周，英伟达至少测试了三个版本的 Rubin Ultra 显卡，部分型号显存容量低于最初对外公布的规格。英伟达方面暂未予以置评。两名英伟达客户表示，显存缩水未必会大幅削弱 Rubin 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Capacity","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e372b941af9bc98a93543b6319559b47","symbols_score_info":{"NULC":0.6,"TRFK":0.6,"JGRO":0.6,"NVDW":0.6,"NVDD":0.6,"CMAG":0.6,"FTEC":0.6,"ROM":0.6,"ANV":0.6,"IETC":0.6,"AIFD":0.6,"METV":0.6,"CHPX":0.6,"NVDX":0.6,"VT":0.6,"NVIW.SI":0.6,"FAI":0.6,"USXF":0.6,"NVDO":0.6,"TYLG":0.6,"TEK":0.6,"NVYY":0.6,"TTEQ":0.6,"NVD3.UK":0.6,"SHOC":0.6,"2NVD.UK":0.6,"EFIV":0.6,"NVD2.UK":0.6,"CLSE":0.6,"IXN":0.6,"NVDL":0.6,"SNVD.UK":0.6,"ABFL":0.6,"NVDU":0.6,"NVD":0.6,"XLK":0.6,"CNEQ":0.6,"THMR":0.6,"SPTE":0.6,"NVDG":0.6,"FDTX":0.6,"AIPI":0.6,"NVDS.UK":0.6,"NVII":0.6,"07788":0.6,"LFGY":0.6,"ESLG":0.6,"SNPE":0.6,"ILDR":0.6,"3NVD.UK":0.6,"ESUM":0.6,"TTXU":0.6,"WISE":0.6,"NVDS":0.6,"ARTY":0.6,"NVDA":1.98,"GAMR":0.6,"VGT":0.6,"NVDY":0.6,"NVDQ":0.6,"NVDB":0.6,"AGOX":0.6,"07388":0.6,"DIPS":0.6},"content_text":"受先进高带宽显存芯片紧缺影响，英伟达正考虑一项激进方案：在下一代 GPU Rubin Ultra 上，搭载比原定规划更少的显存。\n　　三名直接参与测试的知情人士透露，过去几周，英伟达至少测试了三个版本的 Rubin Ultra 显卡，部分型号显存容量低于最初对外公布的规格。英伟达考虑推出低显存版本，部分原因在于公司可能无法采购足量高端显存，支撑原始设计方案。\n　　显存缩水有可能影响芯片性能，不过英伟达可以通过其他技术手段弥补短板。但 AI 企业如果采用这款减配显存芯片运行大型 AI 模型，往往需要部署更多数量的显卡。\n　　英伟达此番调整计划，折射出 AI 热潮之下，芯片行业产能难以跟上数据中心爆发式需求。GPU 配套显存芯片持续紧缺、价格不断走高。成本上涨在整个科技行业引发连锁效应：各家企业硬件开支超出预算，苹果等厂商也因此上调硬件终端售价。\n　　英伟达方面暂未予以置评。\n　　本次局面颇具讽刺性：近些年英伟达 GPU 的热销催生海量显存需求，进而造成供需紧张，如今英伟达自身不得不调整显存配置方案。目前三款处于测试阶段的 Rubin Ultra 样品，显存规格相比已经量产、向客户交付的 Rubin 芯片有所降级。\n　　两名英伟达客户表示，显存缩水未必会大幅削弱 Rubin Ultra 的市场需求。其中一位客户提到，显存缩减版本芯片售价大概率低于原版设计，相当于提供一款性价比选择，方便企业控制成本。\n　　另一名客户称，超大显存对于运行顶级前沿大模型至关重要，但自家企业并不纠结单颗芯片显存参数，更看重与英伟达跨越多代硬件产品的长期合作关系。\n　　英伟达也能够借助服务器整机设计抵消显存缩减带来的负面影响。依靠更高速度互联网络、更高效的数据存储方案，客户可以把大模型与计算任务拆分，分配至多块 Rubin Ultra 芯片协同运行。\n　　显存规格下调的测试方案，和英伟达此前对外释放的乐观表态形成反差。7 月中旬，英伟达硬件工程高级副总裁安德鲁・贝尔在媒体沟通会上表示，英伟达设有专门团队，提前数年预判并解决供应链隐患。\n　　“我们提前布局应对显存供给问题，短期内不会受到产能制约。” 贝尔称，“当然，全球都面临价格压力，成本涨价或许是更大难题；但供给层面我们已有保障。”\n　　仍存有调整窗口期\n　　三名知情人士以及一名英伟达客户证实，Rubin Ultra 全部硬件规格尚未最终敲定。这款芯片预计明年年末才启动交付，英伟达仍有充足时间，根据显存供货情况、成本以及客户需求调整设计。行业媒体 SemiAnalysis 上周最先向客户披露显存规格或将下调的消息。\n　　Rubin Ultra 定价尚未确定。Epoch AI 的数据显示，高带宽显存占到高端 AI 芯片元器件总成本一半以上；显存精简版本售价有望大幅降低，同时依旧适配绝大多数 AI 业务场景。\n　　英伟达首席执行官黄仁勋在 2025 年英伟达年度开发者大会上首次发布 Rubin Ultra。当时他介绍，单颗 GPU 搭载1TB HBM4E显存 —— 这是面向 AI 芯片的新一代高带宽显存，相比上一代 HBM4，数据吞吐、存储容量、能效全面升级。发布会演示幻灯片显示，这 1TB 显存由 16 组显存堆栈组成。\n　　知情人士透露，英伟达当前测试版本削减了显存堆叠层数、单裸片显存容量，部分样品甚至改用老旧的 HBM4。测试样机最低总显存仅 192GB，另有版本为 256GB，远低于最初规划的 1TB 规格。作为参照，英伟达现行 Vera Rubin 芯片最高搭载 288GB HBM4 显存。\n　　业内人士解释：降低单卡显存容量，能够把有限的显存资源分配给更多 GPU，方便英伟达稳定芯片总产量。\n　　制造层面挑战\n　　消息人士称，英伟达考虑显存降级的一大核心原因：存储厂商难以按照 Rubin Ultra 量产时间表，产出足够多的 HBM4E 显存。 HBM4E 性能更强，需要更高密度存储单元与高速电路互联；芯片封装环节集成 HBM4E 的工艺难度也显著提升。\n　　英伟达已经采取行动缓解显存供给压力。上月末，英伟达与存储巨头 SK 海力士母公司达成一项规模 5000 亿美元的合作协议，双方联合研发多种规格的 HBM4、HBM4E 新一代显存技术。\n　　英伟达全球 AI 云与基础设施副总裁拉吉・米尔普里在 7 月媒体简报会上表示，这项合作旨在 “保障高带宽显存稳定供应”。他补充，SK 海力士将投入资金扩建高带宽显存产能，优先供给英伟达。而 SK 海力士早在 6 月就宣布，计划未来五年将显存芯片产能扩大一倍。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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