As part of our July Fourth special broadcast, we continue our extended interview with Karen Hao, author of Empire of AI: Dreams and Nightmares in Sam Altman’s OpenAI. The book documents the rise of ...
The news reframes Micron from commodity DRAM to the key bottleneck supplier for AI memory (HBM). Blowout results (revenue +346%, gross margin 84.9%) plus an HBM oligopoly (Micron/Samsung/SK Hynix) ...
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