NVIDIA just inked a multi-year memory co-development and supply agreement with SK Hynix.
The deal covers HBM4, LPDDR5X, and 3D NAND for NVIDIA Vera Rubin AI systems, RTX Spark PCs, and Jetson Thor robotics platforms.
This is about ensuring the AI compute pipeline doesn't hit memory bottlenecks.
The hardware reality: next-gen GPUs from both AMD (RDNA 5) and NVIDIA (Rubin) are now expected in late 2027 or 2028.
Current-gen hardware remains the workhorse for the foreseeable future.
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