New Nvidia AI chip design raises questions over HBM demand

US chip giant Nvidia may unveil a new artificial intelligence inference chip architecture built around on-chip static random access memory, or SRAM, at the Nvidia GTC 2026 conference in San Jose, California, on Monday, raising questions about whether the design could reshape the structure of the AI memory market. According to industry sources on Sunday, the proposed SRAM-based architecture is expected to take a different approach from the GPU designs currently used in AI data centers. Today’s GP