Every Accelerator Company Likely Pursuing 3D DRAM or zHBM Variants
GavinSBaker · x · 2026-08-24
Discussions at HotChips indicate that every accelerator company is likely to implement some variant of 3D DRAM or 'zHBM'. Larger firms are likely running parallel programs, and these two memory technologies will probably co-exist for a long time due to their distinct advantages.
Related event: Hot Chips Spotlights AI Memory Bottleneck: 3D DRAM and zHBM Converge(11 posts)→
More from Infra
- engy.ai processes 50B+ tokens in a day as open-model inference demand surges — const_reborn · 2026-10-16
- New inference engine 'e' hits 10,500 tok/s on a single DGX Station — brandon_galang · 2026-10-16
- SGLang ships Day-0 support for FLUX 3 Image Klein: 10 reference images, BF16/FP8/NVFP4 variants — ying11231 · 2026-10-16
- NVIDIA's Nemotron 3.5 Super VL hits CoreWeave: 12B-active multimodal MoE at $0.25/M input tokens — wandb · 2026-10-16
- Chip equipment beats bull case: 2026 WFE seen at $153B, $278B by 2030 — BenBajarin · 2026-10-16
- Steam now launches in 5.23s, beating Epic's 5.47s — and vLLM gets roasted for slow startup — AlpinDale · 2026-10-16