Micron HBM4 Certified for Nvidia’s Vera Rubin as Navitas Partners on Power Infrastructure

Micron Technology has secured certification for its High Bandwidth Memory 4 (HBM4) to be integrated into Nvidia’s upcoming Vera Rubin AI platform. The approval, confirmed on June 6, positions Micron alongside Samsung Electronics and SK Hynix as a key supplier for Nvidia’s next-generation artificial intelligence systems. This development ensures that the Vera Rubin architecture will have access to high-performance memory solutions capable of supporting the intensive computational demands of advanced AI accelerators and data centre workloads.

The certification of multiple memory suppliers reflects Nvidia’s strategy to diversify its supply chain while maintaining high standards for performance. HBM is a critical component for powering the massive data throughput required by next-generation AI models. By validating Micron’s HBM4, Nvidia reinforces the reliability of its ecosystem as it prepares to deploy the Vera Rubin platform, which is expected to succeed current AI systems and expand capacity for cloud providers and enterprises.

In a related development on the same day, Navitas Semiconductor announced a partnership with the NVIDIA MGX Ecosystem to advance 800 VDC AI infrastructure. The collaboration utilises GaNFast technology to eliminate the traditional 48 V bus, aiming to streamline server tray design for Nvidia’s AI Factory MGX platform. The move underscores the industry’s focus on efficient power delivery as AI spending accelerates and data centre buildouts intensify.

Navitas showcased a prototype 800 V-to-6 V DC-DC power delivery board featuring 16 GaNFast FETs rated at 650 V. The board achieves 97.5% efficiency at 1 MHz with a power density of 2100 W/in³, a form factor described as thinner than a mobile phone. Following the announcement of the partnership, Navitas Semiconductor shares jumped 25%, reflecting market enthusiasm for the company’s role in optimising power infrastructure for large-scale AI operations.

These supply chain developments occur against a backdrop of broader market activity. US stock markets rose on Thursday as President Donald Trump and Chinese President Xi Jinping commenced a two-day summit in Beijing. Nvidia shares surged more than 2% during this period, buoyed by news that the US approved H200 chip sales to Chinese firms. Nvidia continues to dominate the data centre GPU market, with the segment generating approximately 90% of its total revenue, solidifying its position as a central driver in the global semiconductor and AI infrastructure markets.