Industry sources say NVIDIA is considering reducing the high-bandwidth memory (HBM) stack on its next-generation Rubin Ultra AI accelerator from a planned 12 layers to eight. With rising memory costs, NVIDIA is prioritizing bandwidth-per-dollar and overall system economics.

US initial jobless claims for the week ended Sept. 5: 206,000 vs. 205,000 expected; prior week revised up to 207,000 from 206,000.

The Baltic Dry Index rose 36 points, or 1%, to 3,620 on Wednesday. The Capesize index (BCI) gained 87 points, +1.4%, to 6,400; Capesize daily earnings rose $788 to $54,538 (≈150,000 dwt; typically carry iron ore and coal). The Panamax index (BPI) was unchanged at 2,414; Panamax daily earnings rose $1 to $21,725 (60,000–70,000 dwt; typically carry coal or grain). The Supramax index (BSI) added 11 points, +0.7%, to 1,704. The Handysize index (BHSI) rose 9 points to 922.