NVIDIA claims codesign lifts agentic throughput per dollar up to 30x
From Blackwell Ultra to Vera Rubin, HBM per GPU rose about 3% while claimed agentic throughput per dollar rose up to 30x.
Stories per day · 30 days
Relatedagentic-ai1ascend1export-controls1huawei1inference1kv-cache1nvfp41nvidia1semiconductors1smuggling1
5 stories, newest first · one card per story
Stories tagged #hbm
Huawei tells AI chip buyers to source their own memory amid shortages
Smugglers route HBM with below-threshold processors via Hong Kong; a broker says HBM3E now costs about $4,000 a unit.
Memory executives expect RAM shortage to continue through 2028
Micron and Samsung executives expect the memory shortage to last through 2028 as AI HBM demand exceeds supply.
SK Hynix reportedly in talks with Intel to build memory chips in US
SK Hynix is reportedly negotiating with Intel to manufacture memory chips in the US, possibly leasing space at Intel's Ohio fab.
There Gonna Be a Shortage of Everything
An essay argues AI capex ($1.0–1.3T in 2026) now rivals global human-benefit spending and predicts shortages spreading from DRAM/HBM to cars and appliances.
1