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Tuesday, 12 August 2025

Scaling the Memory Wall: The Rise and Roadmap of HBM

SemiAnalysis 1 year ago 31

High Bandwidth Memory (HBM) has become essential for AI accelerators, with demand driven by AI model scaling and accelerator designs from Nvidia, Google, OpenAI, and others. The report projects Nvidia will command the largest share of HBM bit demand in 2027, with its Rubin Ultra pushing per-GPU capacity to 1 TB, while demand grows across custom ASICs and hyperscalers like Amazon and Google. Manufacturing challenges including power delivery network design, thermal management, and bonding tool precision create yield pressures that differentiate suppliers, with SK Hynix and Micron achieving higher yields than Samsung, thereby sustaining premium HBM pricing and margin growth.

Partnering with Profound: Winning on the AI Stage

Sequoia 1 year ago 25

Profound is building a platform to help companies track and improve how they appear in AI assistants instead of relying on traditional SEO-style ranked links. The company says Ramp saw a 7x increase in AI brand visibility for its accounts payable product. This shifts marketing measurement and execution toward AI-assistant visibility monitoring, content creation, and AI marketing agents that run campaigns.

OpenAI’s letter to Governor Newsom on harmonized regulation

OpenAI 1 year ago 20

OpenAI sent a letter to California Governor Gavin Newsom requesting that the state align its AI regulations with national and global standards. The letter does not specify particular regulatory proposals or timelines. OpenAI argues that harmonized regulation would allow California to maintain AI leadership while avoiding fragmented rules across jurisdictions.

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