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 […]
training
DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means
DeepSeek says its R1 model cost just $294,000 to train — here’s what that really means A peer-reviewed study puts the headline training bill for […]