HBM4 and Packaging in 2026: The Bottleneck No One Wants To Own
2026 will not be won by a shinier compute tile, but it’ll be won by the teams that can bolt enough healthy HBM onto a […]
2026 will not be won by a shinier compute tile, but it’ll be won by the teams that can bolt enough healthy HBM onto a […]
NVIDIA’s Rubin platform splits long-context prefill from token decode. Rubin CPX handles the compute-heavy front half, standard Rubin handles bandwidth-heavy generation. The NVL144 CPX rack […]
Micron says its next-gen HBM4 already exceeds 2.8 TB/s per stack with >11 Gb/s pin speeds, and that it’s begun shipping customer samples. The company […]
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