Pat Gelsinger: HBM Is Terrible Memory, AI Hardware Is in a Renaissance, Power Shortages Could Trigger a Wave of Data Center Defaults — BigGo Finance
· Source: finance.biggo.com
In short
Pat Gelsinger highlights a renaissance in AI hardware innovation driven by AI, despite significant bottlenecks in power supply, memory technology, and manufacturing. He warns of energy capacity constraints that could cause data center project defaults, critiques current HBM memory, and anticipates major innovations in memory technology and optical interconnects. Gelsinger also discusses the consolidation of AI chip architectures and the evolving infrastructure needs for AI agents.
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Tags: hardware, AI, memory, power, datacenter, chips