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Two SK Hynix HBM4 memory chips are shown; one chip displays the label “HBM4” while the other is flipped to reveal its gold connector side, highlighting advanced packaging. Both are set on a plain white background.

HBM4 and Packaging in 2026: The Bottleneck No One Wants To Own

November 14, 2025 Gavin Bonshor 0

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 […]

A close-up and internal view of a high-performance computer server, showcasing stacked components and detailed circuitry—featuring the NVIDIA Rubin CPX for disaggregated inference, with a highlighted section zooming in on chips and hardware inside the server.

NVIDIA Rubin CPX Explained: Disaggregated Inference And The Cost Of Million-Token Context

November 13, 2025 Gavin Bonshor 0

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 […]