
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. …
Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. …
SPONSORED POST: When you have got disparate data flowing in from every corner of your business, making sense of it all and making it work harder for you isn’t always easy. …
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
It is funny how companies can find money – lots of money – when they think IT infrastructure spending can save them money, make them money, or do both at the same time. …
The injection of generative AI into the bloodstream of the tech titans and now businesses of all sizes and stripes over the past two years has forced IT vendors, from hardware makers to component providers to enterprise application developers, to quickly rework their roadmaps to address the particular demands of and opportunities presented by this emerging technology. …
SPONSORED CONTENT Consider, for a moment, the current state of AI accelerators and datacenter GPUs. …
An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …
If you are going to be audacious enough to call the thing you are creating Universal Storage, then by definition it has to do everything – meaning support every kind of data format and access protocol, and do so with good performance on all fronts. …
SPONSORED FEATURE: When it comes to artificial intelligence, it seems nothing succeeds like excess. …
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