Such is the scale of NVIDIA's ongoing production ramp-up for its Vera Rubin platform that it's now manifesting itself in seemingly sparsely related nooks and cranies of the supply chain, such as the spot market for TLC NAND.
In hindsight though, the rise in spot TLC prices is entirely reasonable, especially given the Context Memory eXtension (CMX) that NVIDIA is bringing onboard with the Vera Rubin platform.
The spot price of a 512Gb TLC NAND has now hit $21 after falling below
ASUS says demand from channel partners for its upcoming NVIDIA RTX Spark systems has exceeded its expectations. During the company’s Q2 2026 investor conference, ASUS confirmed that the quantities originally planned for launch have already been allocated. The company is now placing additional orders ahead of the platform’s release.
“The market response has far exceeded our expectations. Essentially, the initial quantities we planned have already been fully pre-ordered by our channel
Tropical storm Lala was already whipping and soaking Hawaii's Big Island early Saturday, with forecasts saying it could strengthen into a hurricane or, at the least, bring hurricane-force winds as it approaches land.