Nvidia Clears Memory’s Big Three for Vera Rubin HBM4 Supply
Corroborated by 3 sources from 3 publishers
TL;DR
Nvidia Clears ‘Big Three’ for Vera Rubin HBM4 Supply Nvidia certifies Samsung, SK Hynix and Micron for Vera Rubin HBM4 supply The world's largest company by market cap and chip major Nvidia (NVDA) has acquired Kumo AI, a developer of foundational models catering primarily to the financial sector, for a reported value of $400 million.
Sources
1
Bloomberg Technology
https://www.bloomberg.com/news/articles/2026-06-05/nvidia-green-lit-big-three-memory-firms-to-supply-hbm4-ceo-says
2
Bloomberg Technology
https://www.bloomberg.com/news/videos/2026-06-05/nvidia-clears-big-three-for-vera-rubin-hbm4-supply-video
3
Investing.com News
https://www.investing.com/news/stock-market-news/nvidia-certifies-samsung-sk-hynix-and-micron-for-vera-rubin-hbm4-supply-4728612
4
Bloomberg Technology
https://www.bloomberg.com/news/articles/2026-06-05/nvidia-70-margins-safe-through-2030-da-davidson-s-luria-says
5
Yahoo Finance News
https://finance.yahoo.com/markets/stocks/articles/nvidia-acquires-kumo-ai-400-190441222.html
6
Yahoo Finance News
https://finance.yahoo.com/markets/stocks/articles/nvidia-moving-intel-qualcomms-turf-204500082.html