AI news Aug 27, 2026

Today · published August 26

NVIDIA is moving its own memory controller inside the HBM stack, and wants it made a standard that several memory makers implement. The first partner is Amazon's chip division.

NVIDIA announced yesterday that it is extending NVLink Fusion to a new memory technology called NVHBM. NVLink Fusion is the interface NVIDIA opens to partners so their own silicon can attach to its rack-scale platform. The conventional arrangement puts the memory controller on the compute die, where it eats silicon that could have gone to compute; NVHBM folds the controller into the base die of the HBM stack instead. NVIDIA's numbers, measured against standard HBM4E: up to 30% more memory bandwidth, 15% less power drawn by the HBM, and up to 25% of the compute die's area freed. It also wants NVHBM established as a standard implementation shipped by several memory suppliers, so a customer does not have to run a separate integration qualification for every maker. The first to commit is Amazon's in-house silicon group, Annapurna Labs, starting with the next-generation Trainium4 (NVIDIA, 08-26). ⚠️ Vendor-reported, with no third-party re-measurement, and NVIDIA chose the comparison baseline itself. Keep two things apart. Item 2 of today's main line is about how much share each of the three memory makers holds. This one is about the buyer pulling the most design-valuable part of the memory stack in-house. One is about who can supply. The other is about who owns the design value.