NVIDIA Vera Rubin Sparks Memory Demand: Analyzing the Pros and Cons of SK Hynix, Samsung, Micron, and SanDiskAt the 2026 CES Consumer Electronics Show, NVIDIA CEO Jensen Huang officially announced that Vera Rubin has entered mass production, marking a pivotal turning point in the history of artificial intelligence (AI): from the early days of generative AI centered on model training to an era dominated by agentic AI and large-scale inference.
(Jensen Huang sets the tone for CES 2026: Vera Rubin full-scale production, AI autonomous vehicles to launch in Q1, key processes from TSMC)
This report will delve into how this technological shift is reshaping the hardware layer of data centers, especially the G3.5 storage tier and the inference context memory storage platform (ICMS). Against this backdrop, the world's four major memory and storage giants: SK hynix (SK
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