[Samsung Expanding Collaboration with Nvidia, Rubin CMX's Storage Demand Comparable to Apple's Scale] BlockBeats News, July 20, according to Citrini analyst Jukan, Samsung is expanding its NAND flash memory alliance with Nvidia. On top of their existing collaboration in DRAM, HBM, and foundry services, Samsung is increasing V9 supply, initiating mass production and shipment of V10, and accelerating the development of 500-layer V11. Driven by the surging demand for AI server KV cache and Nvidia's CMX storage system (which includes 576 SSDs and 9600TB capacity), Samsung is rapidly shifting its V-NAND production capacity to focus on V9 and plans to significantly boost output. "Nvidia's Rubin CMX will truly absorb NAND supply like a sponge soaking up water. To put it into perspective, it is roughly equivalent to adding another Apple-scale demand source in the NAND market." Additionally, Samsung is introducing molybdenum material innovations in V10 to enhance density. Senior executive Lee Jae-yong is set to meet with Jensen Huang to discuss deepening cooperation in HBM, NAND supply, and South Korean data centers. [Original Link]