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. …
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. …
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. …
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …
If you don’t like gut-wrenching, hair-raising, white-knuckling boom bust cycles, then do not go into the memory business. …
Sponsored Post: We all know that inferencing and training AI models needs a lot of CPU muscle, but we don’t necessarily appreciate how important other components are in supporting AI and ML applications. …
Conventional wisdom says that trying to attach system memory to the PCI-Express bus is a bad idea if you care at all about latency. …
People have been talking about CXL memory expansion for so long that it seems that it should be here already, but with the dearth of CPUs that can support PCI-Express 5.0 peripherals we have to be patient a little bit longer. …
Dynamic allocation of resources inside of a system, within a cluster, and across clusters is a bin-packing nightmare for hyperscalers and cloud builders. …
Forget in-memory computing for the moment because it requires a complete re-architecting of applications and most of the time the underlying hardware, too. …
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