HBM4
AI & Automation
SK hynix’s HBM4 Gambit: Two-Thirds of Nvidia’s Rubin Memory and a 48GB Stack
SK hynix is set to supply roughly two-thirds of Nvidia's HBM4 for Vera Rubin, with a 16-layer 48GB stack and the third quarter of 2026 mass production. Why memory is the new moat.
AI & Automation
OpenAI’s Jalapeño: A First-Gen Inference Chip That Actually Competes With Nvidia
OpenAI's first custom chip, Jalapeño, is a reticle-sized inference ASIC co-built with Broadcom. Benchmarks show competitive perf-per-watt vs Nvidia — with honest caveats.
Infrastructure & Cloud
AMD’s Instinct MI455X: A 432GB HBM4 Challenger Aimed Straight at Nvidia’s Rubin
AMD's Instinct MI455X GPU brings 432GB HBM4 memory and up to 40 PFLOPS of AI compute, built on 2nm and shipping in the Helios rack platform.
AI & Automation
NVIDIA Vera Rubin: What Blackwell’s Successor Means for AI Infrastructure Buyers
NVIDIA Vera Rubin delivers 10x lower inference cost, 288GB HBM4 per GPU, and trillion-parameter optimization. What infrastructure buyers need to plan for.
Infrastructure & Cloud
Samsung HBM4: The Memory Chip Powering AI’s Next Performance Leap
Samsung ships the first HBM4 with 3.3TB/s bandwidth and up to 48GB capacity via 16-layer stacking. The Samsung-SK Hynix race defines AI chip speed.
