Nvidia CEO Jensen Huang explains why SRAM isn't here to eat HBM's lunch
Premium At CES, Jensen Huang was pressed on margins, memory costs, and whether Nvidia’s growing use of SRAM and open AI models might finally loosen the company’s grip on expensive HBM.
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Premium Nvidia's CES keynote was notably not consumer-focused. Instead, the company detailed its booming data center business, with a deeper look at its NVL72 Rubin platform.
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Premium Domestic AI accelerators, vertically integrated cloud stacks, and a flood of capital are reshaping China’s AI infrastructure market under U.S. export controls.
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Premium China’s leading contract chipmakers are pursuing large domestic acquisitions to expand capacity as Beijing doubles down on semiconductor self-sufficiency.
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Nvidia CEO Jensen Huang explains why SRAM isn't here to eat HBM's lunch
Premium At CES, Jensen Huang was pressed on margins, memory costs, and whether Nvidia’s growing use of SRAM and open AI models might finally loosen the company’s grip on expensive HBM.
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