Every accelerator firm will likely adopt 3D DRAM or zHBM, HotChips take
sedricm · x · 2026-08-24
- Practitioner sedricm argues that every accelerator company will likely ship some variant of 3D DRAM or the "zHBM" discussed at HotChips today.
- Larger players will probably run (and are running) parallel programs, but the two memory variants will likely co-exist for a long time, each with distinct advantages.
- The thread responds to claims that recent news is "a crushing blow to Cerebras."
Related event: Hot Chips Spotlights AI Memory Bottleneck: 3D DRAM and zHBM Converge(11 posts)→
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