HBM Stack Height is the Real Key to Compute Scaling; Packaging is a Bottleneck
teortaxesTex · x · 2026-07-07
Some argue that the true variable key to current AI compute scaling is actually the stack height of HBM (High Bandwidth Memory), rather than the commonly discussed metrics. Beyond memory, processes like packaging also act as bottlenecks, collectively restricting further enhancements in compute power.
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