After eighteen months of qualification delays, NVIDIA has quietly approved Samsung's HBM3E for Blackwell Ultra — a shift that reshapes second-half supply dynamics for all three memory vendors.
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After eighteen months of qualification delays, NVIDIA has quietly approved Samsung's HBM3E for Blackwell Ultra — a shift that reshapes second-half supply dynamics for all three memory vendors.
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This article was published by The Information on May 12, 2026. It covers AI Memory.
- SourceThe Information
- Published23d ago
- TopicsAI Memory
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- [1]The Information — Original article via aggregation feed. https://www.theinformation.com/articles/nvidia-quiet-pivot-s…