Nvidia CEO Jensen Huang confirmed SK Hynix, Samsung Electronics, and Micron Technology as certified suppliers for the Vera Rubin AI platform. These manufacturers will provide HBM4 memory for the next-generation accelerators.
All three companies have commenced production for the platform. Shipments are scheduled to begin in the third quarter of 2026.
Industry analysts estimate SK Hynix currently holds the largest share of initial orders. Nvidia has not released official allocation percentages.