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8 connected korrents · 4 moments on record from 3 Mar 2024 to 30 Jul 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject What an accelerator needsfrom memory is bandwidthper unit of chip edge, and… DP Dylan Patel — holds since 2026-03-13 High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size. High-bandwidth memorycosts roughly twice the… DO Doug O'Laughlin — holds since 2024-03-03 The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. The rush to buildhigh-bandwidth memory… DO Doug O'Laughlin — holds since 2024-03-03 The numbers an AI engineer should know by heart are memory bandwidths and the energy cost of a single operation. The numbers an AIengineer should know by… JD Jeff Dean — holds since 2026-07-30 The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. The reason we cannotsimply make more memory… DP Dylan Patel — holds since 2026-03-13 Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest. Falling back to older7-nanometre chips would… DP Dylan Patel — holds since 2026-03-13 Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. Building capacity atmassive scale on a… SN Satya Nadella — holds since 2025-11-12 The memory crunch will make ordinary phones and computers worse year on year, and that is why the public will come to hate AI more. The memory crunch willmake ordinary phones… DP Dylan Patel — holds since 2026-03-13 The biggest competitor to any new AI accelerator is the previous generation of Nvidia. The biggest competitorto any new AI… SN Satya Nadella — holds since 2025-11-12
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