AI Infrastructure

3 articles tagged with "AI Infrastructure"

The Memory Battle Intensifying Alongside GPUs — How Memory Evolved from Commodity to the Lifeline of AI Infrastructure Insight

The Memory Battle Intensifying Alongside GPUs — How Memory Evolved from Commodity to the Lifeline of AI Infrastructure

An analysis of how the entire memory hierarchy — HBM, DRAM, and NAND — is becoming a core asset of AI infrastructure, examined through six lenses: financial performance of major memory companies, the shift to long-term contracts, the technical reality of TurboQuant and CXL, supply-demand tightness, and supply capacity constraints.

Read →
AWS and Google Point to a New Business — On-Prem Reconsidered in the AI Era and Selling Physical Racks Outside the Cloud Insight

AWS and Google Point to a New Business — On-Prem Reconsidered in the AI Era and Selling Physical Racks Outside the Cloud

A look at how hyperscalers like AWS and Google may start selling physical racks with their own chips outside the cloud. The post walks through the facts, the numbers, a simple profit estimate, and the risks, and considers how on-prem is being reconsidered in the AI era.

Read →
NVIDIA Is Still Undervalued — High Margin, High Growth, Coexistence-Driven Economic Zone, and a Bright Outlook Insight

NVIDIA Is Still Undervalued — High Margin, High Growth, Coexistence-Driven Economic Zone, and a Bright Outlook

NVIDIA keeps extreme margins and growth while expanding its economic zone by coexisting with rivals instead of fighting them head-on. I think the market still misreads this.

Read →