The Memory Constraint: Why HBM Has Become AI's New Oil
Episode 2: The Memory Constraint: Why HBM Has Become AI's New Oil
Oil Semiconductor Bifurcation, Strategic Partnerships and the Fifth Binding Constraint
This week Nvidia locked up future memory supply through a multi-year strategic partnership with SK Hynix, while Alphabet reportedly ordered more than three million TPUs from Intel Foundry, signalling that hyperscalers are diversifying fabrication away from TSMC as demand overwhelms a single manufacturing ecosystem.
Tim Hardwick examines High Bandwidth Memory as the first binding constraint on the AI Supercycle. The supply chain runs through…
The skinny
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