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Packaging & Memory
Chiplets, 3D IC, HBM stacks, DDR5/PCIe lanes, and bandwidth tradeoffs.
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Positron AI Raises $875M to Prove Commodity Memory Can Beat HBM in Inference
1+ day, 7+ hour ago (197+ words) Positron's core argument is that the comparison between HBM and LPDDR5X based on peak bandwidth numbers misses how AI inference actually works. The practical case for LPDDR5X beyond the utilization argument comes down to supply chain and scale. Positron isn't pitching future…...
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d-Matrix Joins the NVIDIA NVLink Fusion Platform
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