Back to home
supply chain
2 articles tagged with this topic
MicronHBM
Micron does the AI compute math: HBM burns 3x the wafer, no price cuts in sight
1GB HBM = 3x DDR5 wafer area; next-gen no improvement. Big three pivot to HBM, shrinking global GB output by two-thirds. AI cost relief: not soon.
1d ago2 min read
NvidiaH100
Nvidia AI Chips Hike Over 15% — Compute Inflation Hits, Budgets Need Recalc
Nvidia notified customers of 15%+ hikes on H100, H200 AI chips. For enterprises deploying AI, hardware costs moved from vague expectation to immediate
6d ago2 min read