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How data actually moves through an AI server, why HBM became the industry’s tightest bottleneck, and where projected technologies like High Bandwidth Flash and CXL fit into the picture. The common mental model of AI hardware goes something like this: a GPU loads the model into its memory, then starts computing. Simple. It is also…
Read MoreIf you run AI models in production, the bill has a shape you’ve probably noticed: a surprising amount of it traces back to memory. Every token a model generates has to be served out of fast memory sitting right next to the GPU, and that memory — High Bandwidth Memory, or HBM — is scarce,…
Read MoreOn June 15, AMD announced it had acquired MEXT, a small software company with an unusual pitch: make cheap NAND flash look like DRAM to the operating system, so a server can run with far less of the expensive stuff. Terms weren’t disclosed, and AMD picked up MEXT’s engineering team along with the technology. For…
Read MoreFor most of the last two decades, the secondary server memory market followed a predictable curve. A new generation launches, the prior generation slides down a gentle depreciation slope, and a few years later the last sticks clear at scrap pricing. DDR3 followed that script. So did DDR2. DDR4 did not. Between September and November…
Read MoreThe memory market has just entered a state of emergency. As we move into early March 2026, the tech industry is grappling with a supply-chain shock that is being dubbed “Rampocalypse 2.0.” What was once a predicted “cyclical recovery” has mutated into a full-blown crisis, led by a historic pricing maneuver from Samsung Electronics. The…
Read MoreDoes GPU VRAM Pose a Security Risk? What Enterprises Need to Know Before SellingIn the rapidly evolving landscape of AI infrastructure, the lifecycle management of High-Performance Computing (HPC) assets has moved from the basement to the boardroom. For the modern CTO, decommissioning a cluster of NVIDIA H100s or A100s is no longer a simple logistics…
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