AI Briefing#hbm
The latest AI and developer news about #hbm, with the original source and a short summary.
The latest AI and developer news about #hbm, with the original source and a short summary.
Aggressive investment by China's CXMT to expand memory production is expected to cause RAM prices to fall in the second half of 2027.
AI agent demand is exposing the limits of GPU- and HBM-centric infrastructure.
The center of gravity for AI inference is moving from GPUs to the memory hierarchy.
The analysis finds that demand for AI code agents has exploded, but infrastructure hasn't kept pace.
A surge in demand for HBM for AI is expected to keep general-purpose DRAM in short supply through 2027.
Nvidia's moat lies not in the chip itself but in its power to control the supply chain and ecosystem together.