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HBM’s & DRAM’s Importance Is Waning; Here’s The Silent Upgrade AI Giants Are Racing To Buy Before the Next Big Wave Hits

As hyperscalers continue to increase their massive investments to boost capacity, there’s a growing realization that risks their lofty ambitions: power consumption, physical space constraints, and rising prices of HBM and DRAM memory that’ll only creep up due to stagnant capacity. Fortunately, a new report dives into a new component that’ll help accelerate hyperscalers’ goals, and with the ever-expanding capacity, this part will become a key player in this particular industry. Samsung & SK hynix are leading the high-capacity QLC eSSD market, helping to lift the burden from AI data centers…

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