Former Intel CEO calls HBM "lousy" at Hot Chips 2026 as High Bandwidth Flash looms
Glittering_Depth_722 · reddit · 2026-09-25
In the Hot Chips 2026 Q&A, Irrational Analysis pressed chipmakers on HBM efficiency: stacking to 20 layers at HBM4 might reach 4TB per square cm, but each layer gets only 20% of a single chip's bandwidth — why go taller instead of faster?
The former Intel CEO's blunt answer: "HBM is lousy." The poster takes this as a signal that High Bandwidth Flash (HBF) is coming, predicting people will soon wonder why they paid so much for something so inefficient.
A rare top-level rebuke of the HBM roadmap with potential implications for AI memory economics.
More from Infra
- Altman says OpenAI aims to replace Nvidia in the medium to long term — zephyr_z9 · 2026-11-11
- Chinese University Bought Nvidia H200 Chips Despite US Blacklist — pstAsiatech · 2026-11-11
- Baidu's ERNIE Evolve tops public bests on NanoGPT Speedrun, brings RSI to real inference optimization — xiaohu · 2026-11-11
- Baidu says RSI auto-optimized ERNIE inference, 6.24x decode speedup on Kunxin P800 — xiaohu · 2026-11-11
- Nvidia's supply commitments jump from $119B to $279B in one quarter, locking up 2027-28 memory — tengyanAI · 2026-11-11
- Train 27B models on a 24GB GPU: ternary optimizer cuts memory to 1 byte/weight — oguzeldereli · 2026-11-11