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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. …

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Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond

June 30, 2025 Timothy Prickett Morgan 2

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. …

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We Can’t Get Enough HBM, Or Stack It Up High Enough

November 6, 2024 Timothy Prickett Morgan 4

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

He Who Can Pay Top Dollar For HBM Memory Controls AI Training

February 27, 2024 Timothy Prickett Morgan 6

What is the most important factor that will drive the Nvidia datacenter GPU accelerator juggernaut in 2024? …

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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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