Journalism begins where hype ends

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We can only see a short distance ahead, but we can see plenty there that needs to be done.” "

—Alan Turing

Why HBM (High Bandwidth Memory) is Becoming Real Bottleneck in the AI Industry

High Bandwidth Memory (HBM) has emerged as a critical component of AI infrastructure, providing the high-speed data access needed to keep advanced GPUs and AI accelerators operating efficiently as model sizes and inference workloads grow.

GPUs dominate the conversation, but memory is AI’s real constraint. Demand for HBM has outpaced supply so badly that industry leaders are warning the shortage will only get worse, even as billions are being poured into new plants to catch up.

Spotlight On National Chip Security Act After Super Micro AI Espionage

Days after Super Micro’s co-founder was charged in what U.S. authorities call the biggest export control violation in American history, Congress has a bill ready — one that would embed tracking directly into chips before they leave the country.