redohmy

5 ms·

1.
by redohmy 8mo ago
Toronto-based Taalas just emerged from stealth with a claim that’s shaking the hardware world: 17,000 tokens per second on Llama 3.1 8B. How? By physically etching the AI model directly into the silicon transistors. No HBM. No liquid coolin
2.
by redohmy 8mo ago
TrendForce’s latest forecast signals a structural price shock across the memory and storage stack. Contract pricing for PC DRAM is projected to exceed 100% QoQ, while conventional DRAM, server DRAM, NAND, and enterprise SSDs are all seeing
3.
by redohmy 8mo ago
"Chinese chipmaker CXMT is offering 32GB DDR4 modules for approximately $138 domestically, while global prices surge to $300–$400 in early 2026, this represents a structural, long-term shift towards a bifurcated memory market."
4.
by redohmy 8mo ago
The IT world is facing a fundamental change in how hardware is being prioritized. Recent reports confirm that NVIDIA has canceled the mid-cycle RTX 50-series "Super" refresh and pushed the next-generation RTX 60 "Rubin"
5.
by redohmy 8mo ago
Are your "empty" GPUs actually leaking proprietary data? Most enterprise security protocols are built for the era of HDDs and SSDs. But in the age of AI, your NVIDIA H100s and A100s are the new data-bearing frontiers. The misconce
6.
by redohmy 9mo ago
Why is a standard business laptop or a mid-range smartphone more expensive in 2026? The answer is not inflation. It is wafers. In today’s semiconductor market, every DDR5 module, HBM stack, LPDDR chip, and enterprise SSD starts from the sam
7.
by redohmy 9mo ago
Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI
8.
by redohmy 9mo ago
Major manufacturers are prioritizing AI memory (HBM and high-density DDR5), limiting availability of commodity DRAM and client NAND. DRAM prices surged in 2025, and forecasts indicate continued steep inflation into early 2026. DDR4 and DDR5
9.
by redohmy 9mo ago
NVIDIA’s Inference Context Memory Storage Platform, announced at CES 2026, marks a major shift in how AI inference is architected. Instead of forcing massive KV caches into limited GPU HBM, NVIDIA formalizes a hierarchical memory model that
10.
by redohmy 9mo ago
A focused study of the 2026 memory and storage market, analyzing recent micro-market signals across DRAM, HBM, and NAND. Includes key vendor updates from Samsung, SK hynix, and Micron, technology roadmap developments, pricing trends, and em
11.
by redohmy 9mo ago
Intel’s Core Ultra Series 3 marks a major shift in AI PC design. Built on Intel’s new 18A process, Panther Lake combines CPU, Arc graphics, and dedicated AI acceleration to deliver longer battery life, stronger integrated gaming, and scalab
12.
by redohmy 9mo ago
At CES 2026, NVIDIA made it clear that the next phase of AI will not be driven by faster standalone GPUs, but by system-level design. The company introduced Vera Rubin, a rack-scale AI platform that integrates compute, networking, memory, s
13.
by redohmy 10mo ago
When will it end? AI is driving all prices up...
14.
by redohmy 10mo ago
"Nvidia’s GeForce RTX 5090 launched with an MSRP of $1,999 in early 2025. Since then, retail pricing has diverged sharply from official launch levels. Listings and price surveys across major U.S. retailers such as Best Buy and Newegg n
15.
by redohmy 10mo ago
According to an internal SK Hynix analysis, the DRAM supply shortage isn’t just a short-term cycle — it may persist through 2028. With rising AI and server memory demand absorbing capacity, limited production growth, and declining inventori
16.
Top Data Insights and Gradient Updates of 2025(epoch.ai)
1 points by redohmy 10mo ago|1 comments
17.
by redohmy 10mo ago
"In 2025 we released over 70 short form investigations of AI. We review the 10 most popular ones on our website."
18.
by redohmy 10mo ago
Epoch AI’s latest report reveals how inference costs are dropping, frontier AI is becoming accessible on consumer-level hardware, and compute infrastructure is expanding rapidly — fueling broader adoption and demand for AI GPUs, servers, an
19.
by redohmy 10mo ago
A leaked roadmap reveals a major pivot for 2026-2027: pulling back from costly, niche bets like immersive AR/VR headsets and instead channeling focus into a foldable iPhone, AI-powered smart glasses, and its profitable core hardware. T
20.
by redohmy 10mo ago
Memory is no longer a background component—it’s becoming a defining constraint. As DRAM prices are expected to rise again into Q1 2026, smartphone and laptop manufacturers are facing mounting cost pressure that is reshaping pricing strategi
21.
by redohmy 10mo ago
The CPU landscape is entering a major shift as 2026 approaches. Intel’s Panther Lake brings high clocks, integrated Arc graphics, and on-device AI to laptops, while AMD’s X3D CPUs and Zen 6/Zen 7 roadmap hint at the next evolution of g
22.
by redohmy 10mo ago
Google is making its proprietary TPUs (Ironwood) available to Meta, directly challenging Nvidia’s 90% dominance. The massive cost of AI compute is forcing tech giants to turn from Nvidia's biggest customers into its fiercest competitor
23.
The Largest CUDA Update in 20 Years: CUDA 13.1 Reconstructs GPU Programming(buysellram.com)
5 points by redohmy 11mo ago|1 comments
24.
by redohmy 11mo ago
NVIDIA just delivered the biggest CUDA overhaul in 20 years. CUDA 13.1 introduces the new Tile programming model, making GPU development more powerful, portable, and future-proof — especially for Blackwell-class AI workloads.
25.
Meta acquires AI device startup Limitless(techcrunch.com)
3 points by redohmy 11mo ago|1 comments
26.
by redohmy 11mo ago
Is this really offering something new compared to smart glasses? Many advanced smart glasses can already record, transcribe, and assist with memory or focus. I’m curious whether this pendant brings any unique advantages—like better privacy,
27.
by redohmy 11mo ago
AI is reshaping the memory market faster than anyone expected. Hyperscalers like AWS, Google, Oracle, and Microsoft are locking in DRAM, HBM, and NAND supply all the way to 2028, creating a prolonged DRAM supply crunch that’s keeping prices
28.
by redohmy 11mo ago
Q3 update: Global DRAM revenue jumped 30.9% QoQ to $41.4B, driven by higher contract prices, increased bit shipments, and growing HBM volumes. Micron led growth with 53.2% QoQ revenue increase, while Samsung and SK Hynix also saw strong gai
29.
by redohmy 11mo ago
That is terrible. Only less than half year! If all countries keep building AI centers, it will talk a long time for the price to be back to reasonable status.
30.
How to Test Computer RAM: Tools for Memory Testing(buysellram.com)
2 points by redohmy 11mo ago|0 comments

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