Nvidia wants 10Gbps HBM4 to blunt AMD’s MI450, report claims — company said to be pushing suppliers for more bandwidth

Nvidia is pressing its memory vendors to push beyond JEDEC’s official HBM4 baseline. According to TrendForce, the company has requested 10Gb/s-per-pin stacks for its 2026 Vera Rubin platform, a move designed to raise per-GPU bandwidth ahead of AMD’s next-generation MI450 Helios systems.

At 8Gb/s per pin — the rate JEDEC specifies for HBM4 — a single stack delivers just under 2 TB/s across the new 2,048-bit interface. Raising that to 10Gb/s bumps the total to 2.56 TB/s per stack. With six stacks,…