Jensen Huang Said Nvidia Will Be the First Customer for HBM4. Here's the AI Memory Stock That Has Reportedly Locked Up 70% of Those Orders.

The article argues that Nvidia’s growth in AI chips is increasingly constrained by high-bandwidth memory, making HBM4 a critical strategic component for its next-generation Vera Rubin platform. Nvidia is working with all three major HBM suppliers, but the piece highlights SK Hynix as the likely front-runner, citing its deepening partnership with Nvidia and estimates that it could secure 50% to 70% of Nvidia’s HBM4 orders. The market implication is bullish for AI memory suppliers, especially SK Hynix, because sustained demand for advanced memory could create durable revenue tailwinds and reinforce competitive advantages. Micron and Samsung are also mentioned as important competitors ramping capacity, but SK Hynix appears best positioned to benefit from the AI infrastructure buildout.