Nvidia Rubin will ‘soak up NAND supply like a sponge absorbs water’ says one analyst, thanks to the AI server’s new way of using SSDs
Any time there’s potentially positive news about storage and memory supply—such as increasing supply from China—I can’t help but think ‘sure, but the AI industry will guzzle through it regardless.’ Not only is demand seemingly insatiable, but sometimes new developments that encourage even more memory use come along. Case in point here with Nvidia Rubin….