[Goldman Sachs: Storage Costs Account for Approximately 62% of BOM in NVIDIA's Next-Generation Vera Rubin Superchip] BlockBeats News, August 10, Goldman Sachs' latest report confirms that storage component costs are expected to account for approximately 62% of the bill of materials (BOM) in NVIDIA's next-generation 'Vera Rubin' superchip. According to ZeroHedge citing Goldman Sachs analysis, on the Vera Rubin platform, the cost proportion of SOCAMM2 memory modules on the CPU side is significantly higher than the HBM4 high-bandwidth memory on the GPU side. Goldman Sachs previously pointed out in May that as demand for AI infrastructure continues to grow, memory is becoming a critical component in the cost structure of AI server hardware. This report further highlights the importance of the storage segment in the AI chip supply chain, especially as demand for high-performance memory for next-generation AI computing platforms is rapidly increasing. [Original Link]