"Large-scale model training and general inference servers will still rely on HBM and DRAM as their main memory," Chae said. "As AI computing evolves, the industry is likely to move toward a more ...

Explaining that AI is shifting from a model story to an infrastructure story, Moorhead recalled that Huang promised to show ...

The shift would mark a rare departure from the philosophy that has guided Nvidia for most of its 33-year history: that a ...

Nvidia may unveil a new SRAM-based AI chip, sparking debate on its impact. Experts suggest this design will complement, not ...

The soaring cost and limited supply of computer memory is slowing some projects — and spurring creative approaches.

The AI boom — and the buildout of data centers — is fueling a memory chip crisis that’s having a widening impact on consumer electronics makers. Companies like Google and OpenAI are taking up an ...

Micron publicly stated the company is "sold out" of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback. SanDisk crushed its latest earnings, which sent the stock ...

When an enterprise LLM retrieves a product name, technical specification, or standard contract clause, it's using expensive GPU computation designed for complex reasoning — just to access static ...

Google researchers have warned that large language model (LLM) inference is hitting a wall amid fundamental problems with memory and networking problems, not compute. In a paper authored by ...

For anyone who’s been paying attention over the past few months, it’s no surprise that the AI-driven memory chip shortage is pushing up prices on consumer electronics, and that those increases aren’t ...

Forbes contributors publish independent expert analyses and insights. This is the second in a set of four blogs about projections for digital storage and memory for the following year that we have ...