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Store

HBM Supply Curve Gets Steeper, But Still Can’t Meet Demand

December 19, 2025 Timothy Prickett Morgan 2

A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. …

Store

Micron Humming Along On All Memory Cylinders

September 24, 2025 Timothy Prickett Morgan 1

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …

Compute

Celestial AI Wants To Break The Memory Wall, Fuse HBM With DDR5

April 4, 2024 Tobias Mann 3

In 2024, there is no shortage of interconnects if you need to stitch tens, hundreds, thousands, or even tens of thousands of accelerators together. …

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The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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