AI-optimized memory and storage have become strategic assets driving system performance to enable AI workloads and infrastructure to deliver real-world value. Micron Technology, Inc. (Nasdaq: MU), has begun volume shipment of its HBM4 36GB 12H in the first quarter of calendar year 2026 and is designed for NVIDIA Vera Rubin. With HBM4, Micron achieves over 11 Gb/s pin speeds,5 enabling a bandwidth greater than 2.8 TB/s, representing a 2.3 times bandwidth and greater than 20% power efficiency2 improvement over its HBM3E.

Looking towards further HBM cube capacity expansion, Micron has demonstrated advanced packaging capability of stacking 16 die of HBM by shipping samples of HBM4 48GB 16H to customers. This milestone delivers a 33% increase in capacity per HBM placement compared to the HBM4 36GB 12H offering.6

“The next era of AI will be defined by tightly integrated platforms developed through joint engineering innovations across the ecosystem. Our close collaboration with NVIDIA ensures that compute and memory are designed to scale together from day one,” said Sumit Sadana, executive vice president and chief business officer at Micron Technology. “At the heart of this is Micron’s HBM4, the engine of AI, delivering unprecedented bandwidth, capacity and power efficiency. With HBM4 36GB 12H, alongside the industry’s first SOCAMM2 and Gen6 SSD now in high-volume production, Micron’s memory and storage form a core foundation that unlocks the full potential of next-generation AI.”

Micron SOCAMM2 is designed for NVIDIA Vera Rubin NVL72 systems and standalone NVIDIA Vera CPU platforms, enabling up to 2TB of memory and 1.2 TB/s of bandwidth per CPU.

Micron is the first company to mass-produce a PCIe Gen6 data center SSD.3 The Micron 9650 is optimized for energy efficiency and liquid-cooled environments, delivering high-speed, low-latency data access for AI training and inference workloads with the NVIDIA BlueField-4 STX reference architecture, supporting up to 28 GB/s sequential read throughput and 5.5 million random read IOPS. Micron 7600 and 9550 SSDs offer customers PCIe Gen5 SSDs, increasing their architectural design choices.

Showcasing Micron innovation at NVIDIA GTC 2026

At NVIDIA GTC 2026, Micron will showcase how its advanced memory and storage portfolio enables end-to-end AI acceleration from the data center to the edge. Attendees can find detailed information at the Micron booth, 1407.