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. …
In the datacenter, flash memory took off first as a caching layer between processors and their cache memories and main memory and the ridiculously slow disk drives that hang off the PCI-Express bus on the systems. …
Chip makers and partners Intel and Micron Technology unveiled their jointly developed and manufactured 3D XPoint memory three weeks ago to much fanfare, but it is still perhaps sinking in to system architects and future system buyers how dramatic a move this is and how much it will change the memory hierarchy in systems and the applications that ride on it. …
Flash memory is cheap, but it isn’t fast, at least not by the standards of DRAM. …
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