AI Reports · NVIDIA · 2026-11-05 · Blog / commentary
More Performance From Every Byte: How Full-Stack Codesign Solves AI’s Memory Challenge
NVIDIA co-designs GPUs, CPUs, networking, storage and software to extract more useful work from memory at every layer of the AI factory, rather than simply adding more memory to GPUs. Larger models, longer contexts and agentic applications are increasing GPU memory pressure as supply tightens and prices rise. From Blackwell Ultra to Vera Rubin, HBM capacity per GPU rose about 3%, while agentic throughput per dollar rose by up to 30x on SemiAnalysis AgentX.