Some useful information. Meaningful progress.
I’m just disappointed they didn’t name the new rack with three heads Cerberus
DRAM shortage. DRAM shortage.
There is a shit-ton of DRAM capacity coming online in the next two years. And weights will migrate from HBM to HBF, increasing fast memory capacity even further.
And as always, thanks for your insights and outlook!
When I looked at that presentation, I couldn't help but think of a stage magician about to saw their assistant in half😁.
I’m just disappointed they didn’t name the new rack with three heads Cerberus
DRAM shortage. DRAM shortage.
There is a shit-ton of DRAM capacity coming online in the next two years. And weights will migrate from HBM to HBF, increasing fast memory capacity even further.
And as always, thanks for your insights and outlook!
When I looked at that presentation, I couldn't help but think of a stage magician about to saw their assistant in half😁.