Nvidia Selects Samsung, SK Hynix for HBM4; Whale Investor Buys $350M Stake
Nvidia tapped Samsung Electronics and SK Hynix for sixth-gen HBM4 memory in its upcoming Vera Rubin AI accelerator, excluding Micron. Billionaire Leo KoGuan doubled his Nvidia stake to 2 million shares (~$350m) as the company halted China-bound H200 shipments and flagged a pause in multibillion-dollar AI investments.
1. HBM4 Memory Supplier Selection
Nvidia has chosen Samsung Electronics and SK Hynix as the exclusive suppliers of its sixth-generation high-bandwidth HBM4 memory for the Vera Rubin AI accelerator, bypassing Micron Technology. This decision secures critical memory bandwidth for next-generation data-center AI workloads and large-scale model training.
2. Whale Investor Increases Stake
Billionaire Leo KoGuan purchased an additional one million Nvidia shares, boosting his total to two million shares valued at approximately $350 million. His increased position underscores confidence in Nvidia’s long-term AI-driven growth and may influence market sentiment.
3. China-bound H200 Chip Shipments Halted
Nvidia has paused exports of its H200 AI training chips to China following intensifying regulatory restrictions in Washington and Beijing. The suspension could affect Nvidia’s revenue growth in a key market and reshape global AI hardware supply chains.
4. Multibillion-Dollar Startup Investment Pause
CEO Jensen Huang indicated that Nvidia’s current multibillion-dollar funding rounds for AI startups might be the last for some time. This suggests a strategic shift towards consolidating existing partnerships and focusing internal resources on core product development.