What podcasts say about High Bandwidth Memory
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about High Bandwidth Memory
7 statements · 4 positive · 3 negative
HBM memory value has increased fivefold.
“HBM is up 5x in value.”
Open the episode · Should we slow down AI progress? | MOONSHOTS #288Listen at 1:12:58
New memory and computing designs will soon improve on HBM architectures.
“better designs are going to come very soon”
Open the episode · OpenAI Pauses Frontier Training, Elon's 100X Prediction Lands, Robot Beats Usain Bolt with Emad Mostaque | EP#282Listen at 1:33:30
Frontier AI model speculation is driving demand for high-bandwidth memory.
“that speculation basically is driving HBM demand”
Open the episode · Tencent Slumps, SK Hynix Climbs, Hansoh Pharma RisesListen at 2:01
HBM memory supply is sold out for the next five years.
“HBM memory is sold out for the next five years.”
Open the episode · The Hugging Face Breach, Moonshot AI Valued at $20B, and Living to 1,759 Years Old | EP #273Listen at 2:20:34
HBM prices are about four times higher than broader memory, raising concerns about slowing AI-center demand.
“With HBM prices about 4 times higher than kind of the broader counterpart, it's causing speculation of potential slowing demand from AI centers.”
Open the episode · Micron Earnings; SpaceX Slide Continues; IBM ClimbsListen at 1:53
HBM improvements are unlikely to dramatically solve long-context memory costs.
“the HBM is where it's at where it is. It's not getting hugely better.”
Open the episode · Reiner Pope – The math behind how LLMs are trained and servedListen at 1:54:40
HBM memory will become mainstream in data centers.
“this was going to be a mainstream memory for data centers in the future”
Open the episode · #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI RevolutionListen at 47:45
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.