Compute
Rebellions AI Puts Together An HBM And Arm Alliance To Take On Nvidia
The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. …
SK Hynix
Compute
The Chips Are Definitely Not Down
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. …
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
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? …
Store
The HBM3 Roadmap Is Just Getting Started
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. …
Store
What Faster And Smarter HBM Memory Means For Systems
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. …