Store
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. …
HBM
AI
HBM Can Keep Micron Out Of The Next Memory Bust Cycle
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. …
Store
Micron Is Fashionably Late To The HBM Party, But Not Too Late
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …
Store
US Curbs HBM Exports To China – More For The Rest Of Us
Current US president Joe Biden and once and future president Donald Trump do not agree on much. …
Compute
Microsoft Is First To Get HBM-Juiced AMD CPUs
Intel was the first of the major CPU makers to add HBM stacked DRAM memory to a CPU package, with the “Sapphire Rapids” Max Series Xeon SP processors. …
Store
We Can’t Get Enough HBM, Or Stack It Up High Enough
There are lots of ways that we might build out the memory capacity and memory bandwidth of compute engines to drive AI and HPC workloads better than we have been able to do thus far. …
Compute
Celestial AI Wants To Break The Memory Wall, Fuse HBM With DDR5
In 2024, there is no shortage of interconnects if you need to stitch tens, hundreds, thousands, or even tens of thousands of accelerators together. …
Compute
He Who Can Pay Top Dollar For HBM Memory Controls AI Training
What is the most important factor that will drive the Nvidia datacenter GPU accelerator juggernaut in 2024? …
Compute
A Cornucopia Of Memory And Bandwidth In The Agilex-M FPGA
When it comes to memory for compute engines, FPGAs – or rather what we have started calling hybrid FPGAs because they have all kinds of hard coded logic as well as the FPGA programmable logic on a single package – have the broadest selection of memory types of any kind of device out there. …
HPC
How High-Bandwidth Memory Will Break Performance Bottlenecks
Intel recently announced that High-Bandwidth Memory (HBM) will be available on select “Sapphire Rapids” Xeon SP processors and will provide the CPU backbone for the “Aurora” exascale supercomputer to be sited at Argonne National Laboratory. …