SK hynix announces $14.6 billion will be spent on expanding production capacity of its next-gen HBM for future AI GPUs, noting 'soaring demand' for HBM.
Intel's new Gaudi 3 AI accelerator is official: 64 Tensor Cores, 128GB of HBM2e memory with up to 3.7TB/sec memory bandwidth, and 900W of power on air.