The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
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. …
What is the most important factor that will drive the Nvidia datacenter GPU accelerator juggernaut in 2024? …
To a certain extent, the only thing that really matters in a computing system is what changes in its memory, and to that extent, this is what makes computers like us. …
If the HPC and AI markets need anything right now, it is not more compute but rather more memory capacity at a very high bandwidth. …
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