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. …
When it comes to funding rounds for high tech companies, the alphabet usually runs out somewhere around Series E. …
Companies have been working for years to pull together block, file, and object storage under a single umbrella, giving enterprises that are at times dealing with petabytes of data spread across datacenters, the cloud, and the edge a simpler way to manage, organize, and access all that information. …
In a cloud-based, highly distributed, and data-centric world, flexibility in what a piece of hardware and its systems software can do, where it can run, and how it can be configured is a critical differentiator for picky enterprises. …
In case it is not immediately obvious, over the past decade Nvidia has been transforming itself from a component supplier into a complete platform provider. …
Usually, innovation starts with the hyperscalers, HPC centers, and cloud builders of the world and spreads to the enterprise. …
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