#hbm4 — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #hbm4, aggregated by home.social.
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPS法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPS法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPS法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPS法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...
Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses -
The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...
Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses -
The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...
Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses -
The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...
Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses -
HBM4唔夠造 次世代 Rubin產量急削兩成半 輝達舊貨「抽升」當新貨賣!2026年04月08日 14:36
https://news.hongkongmetas.com/articles/3d/2026-04-08-hbm4%E5%94%94%E5%A4%A0%E9%80%A0-%E6%AC%A1%E4%B8%96%E4%BB%A3-rubin%E7%94%A2%E9%87%8F%E6%80%A5%E5%89%8A%E5%85%A9%E6%88%90%E5%8D%8A-%E8%BC%9D%E9%81%94%E8%88%8A%E8%B2%A8-%E6%8A%BD%E5%8D%87-%E7%95%B6%E6%96%B0%E8%B2%A8%E8%B3%A3/ -
Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114034 -
Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114034 -
Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114034 -
Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114034 -
Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114027 -
Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114027 -
Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114027 -
Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
#YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114027 -
Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
#YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114024 -
Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
#YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114024 -
Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
#YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114024 -
Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
#YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114024 -
On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
AMD's Strategic Ambitions Face Supply Chain Headwinds -
On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
AMD's Strategic Ambitions Face Supply Chain Headwinds -
On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
AMD's Strategic Ambitions Face Supply Chain Headwinds -
On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
AMD's Strategic Ambitions Face Supply Chain Headwinds -
Samsung se convierte en el «cerebro» de OpenAI: Suministrará en exclusiva los chips y la memoria para ChatGPT
En un movimiento que redefine el equilibrio de poder en la industria tecnológica, Samsung ha cerrado un acuerdo histórico con OpenAI para convertirse en el proveedor exclusivo de la infraestructura de semiconductores que dará vida a las futuras versiones de ChatGPT. Se ha confirmado que la división de fundición de Samsung y sus memorias de última generación (HBM4) serán el motor detrás de la inteligencia artificial más utilizada del mundo (Fuente Hankyung).
Esta alianza llega en un momento crítico para Samsung, compensando el sabor agridulce de la cancelación del Galaxy Z TriFold y los problemas de fatiga ocular en el S26 Ultra con un contrato multimillonario que asegura su dominio en el sector de los centros de datos.
¿Qué implica este acuerdo para el futuro de la IA?
Hasta ahora, OpenAI dependía en gran medida de chips de terceros (principalmente NVIDIA) y diversas cadenas de suministro. Con este pacto:
- Chips a medida (ASIC): Samsung fabricará procesadores diseñados específicamente por y para los modelos de lenguaje de OpenAI, optimizando el consumo energético y la velocidad de respuesta.
- Memoria HBM4 de 16 capas: Samsung suministrará su memoria de banda ancha más avanzada, fundamental para que la IA procese trillones de parámetros en milisegundos.
- Independencia de la cadena de suministro: Sam Altman, CEO de OpenAI, busca con esto reducir la dependencia de un solo proveedor y asegurar el stock necesario para el despliegue global de sus próximos modelos.
El impacto en el ecosistema Galaxy
Aunque el acuerdo se centra en la infraestructura de servidores, los usuarios finales de Samsung verán beneficios directos:
- Integración Profunda: Se espera que los futuros dispositivos Galaxy (como el rumoreado S27) incluyan funciones de IA «on-device» optimizadas por este hardware conjunto, superando en velocidad a lo que Apple ofrece actualmente en iOS.
- Exclusividad de Funciones: OpenAI podría lanzar funciones de ChatGPT de forma prioritaria para los usuarios de Samsung, similar a lo que hemos visto esta semana con la llegada de WhatsApp nativo a los relojes Garmin.
Un marzo de alianzas y tensiones
El anuncio de Samsung y OpenAI es la pieza que faltaba en el rompecabezas de marzo de 2026:
- Privacidad: Mientras el FBI admite la compra de datos de ubicación, OpenAI y Samsung prometen que su infraestructura conjunta permitirá un procesamiento de datos más seguro y localizado.
- Competencia: Este movimiento responde directamente a la expansión de Claude de Anthropic, que recientemente duplicó sus límites de uso, y al lanzamiento del navegador Comet de Perplexity.
- Economía: Tras el «Impuesto TikTok» de 10.000 millones, los grandes contratos de infraestructura como este demuestran que el verdadero valor de la tecnología hoy reside en quién controla el hardware que procesa la inteligencia.
¿Cuándo veremos los resultados?
La producción a gran escala de los nuevos chips comenzará en la segunda mitad de 2026. Para los usuarios de ChatGPT, esto se traducirá en una menor latencia y capacidades multimodales más fluidas (voz y vídeo en tiempo real sin esperas) antes de que termine el año.
#arielmcorg #chatgpt #HBM4 #infosertec #innovación #InteligenciaArtificial #openai #PORTADA #SamAltman #Samsung #semiconductores #TechNews2026 #tecnología -
Samsung Electronics forges strategic partnership with AMD, committing to priority supply of next-generation HBM4 memory chips while exploring expanded foundry collaboration opportunities
#YonhapInfomax #SamsungElectronics #AMD #HBM4 #FoundryCollaboration #MemoryChips #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110643 -
Samsung Electronics forges strategic partnership with AMD, committing to priority supply of next-generation HBM4 memory chips while exploring expanded foundry collaboration opportunities
#YonhapInfomax #SamsungElectronics #AMD #HBM4 #FoundryCollaboration #MemoryChips #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110643 -
Samsung Electronics forges strategic partnership with AMD, committing to priority supply of next-generation HBM4 memory chips while exploring expanded foundry collaboration opportunities
#YonhapInfomax #SamsungElectronics #AMD #HBM4 #FoundryCollaboration #MemoryChips #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110643 -
Samsung Electronics forges strategic partnership with AMD, committing to priority supply of next-generation HBM4 memory chips while exploring expanded foundry collaboration opportunities
#YonhapInfomax #SamsungElectronics #AMD #HBM4 #FoundryCollaboration #MemoryChips #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110643 -
https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/
Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race
#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026
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https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/
Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race
#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026
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https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/
Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race
#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026
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https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/
Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race
#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026
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https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/
Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race
#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026
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Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
#YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110301 -
Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
#YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110301 -
Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
#YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110301 -
Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
#YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110301 -
A very good explanation on how #DRAM5 #HBM4 memory is making your devices more expensive and will continue to do so for a least 2 more years.
The RAM War — And the Winners No One Expected
Anastasi In Tech
https://www.youtube.com/watch?v=KghkI5Oh_lY -
Inference is becoming the primary cost center of AI, and NVIDIA’s Feynman roadmap suggests a shift from training-centric GPUs toward latency-optimized, inference-scale systems.
As real-time agents, copilots, and edge deployments grow, inference sovereignty—where compute is located, how fast it responds, and who controls the hardware—will define the next phase of AI infrastructure.
With NVIDIA GTC 2026 approaching, the key question is whether NVIDIA will formally introduce a new class of inference-focused silicon and fabric to complement its training platforms.
#InferenceSovereignty #LLMInference #AgenticAI #NVIDIA #Feynman #HBM4 #SRAM #AdvancedPackaging #SiliconPhotonics #AIInfrastructure #GPU #GTC2026 #Rubin #Blackwell #DeterministicCompute #LPX #GroqLPU #technology
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With NVIDIA GTC 2026 approaching, the key question is whether NVIDIA will formally introduce a new class of inference-focused silicon and fabric to complement its training platforms.
#InferenceSovereignty #LLMInference #AgenticAI #NVIDIA #Feynman #HBM4 #SRAM #AdvancedPackaging #SiliconPhotonics #AIInfrastructure #GPU #GTC2026 #Rubin #Blackwell #DeterministicCompute #LPX #GroqLPU #technology
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With NVIDIA GTC 2026 approaching, the key question is whether NVIDIA will formally introduce a new class of inference-focused silicon and fabric to complement its training platforms.
#InferenceSovereignty #LLMInference #AgenticAI #NVIDIA #Feynman #HBM4 #SRAM #AdvancedPackaging #SiliconPhotonics #AIInfrastructure #GPU #GTC2026 #Rubin #Blackwell #DeterministicCompute #LPX #GroqLPU #technology
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With NVIDIA GTC 2026 approaching, the key question is whether NVIDIA will formally introduce a new class of inference-focused silicon and fabric to complement its training platforms.
#InferenceSovereignty #LLMInference #AgenticAI #NVIDIA #Feynman #HBM4 #SRAM #AdvancedPackaging #SiliconPhotonics #AIInfrastructure #GPU #GTC2026 #Rubin #Blackwell #DeterministicCompute #LPX #GroqLPU #technology
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#Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. https://winfuture.de/news,156984.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia
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#Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. https://winfuture.de/news,156984.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia
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#Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. https://winfuture.de/news,156984.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia
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#Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. https://winfuture.de/news,156984.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia