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Neural Foundry's avatar

The HBM prioritization is really the hidden story here. Those AI chips need massive amounts of high bandwith memory and the margins on HBM are way better than consumer DDR5. Samsung and SK Hynix are basicaly saying gamers can wait while they rake in datacenter money. Brutal timing for anyone planning a build.

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OmegaNine's avatar

Well put. Its just going to get more rough. Everything must burn so AI can keep living. Next think we will hear is "We found a way to run AI models on monitors, they are 5 grand each now."

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