AI Hardware
Ongoing coverage on AI Hardware.
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Micron's top brass wins the memory crisis corpo double speak award: 'We do not have line of sight as to when that supply vector will intersect the demand vector'
Micron's executive vice president, Sumit Sadana, stated that the company does not have a clear timeline for when memory supply will meet demand due to the significant pressure from AI hardware requirements and the lengthy process of building new fabrication facilities. This indicates the ongoing memory crisis is likely to persist for an extended period, with predictions for its resolution ranging from late 2027 to 2030 or beyond.
AI Yi-Yi!
OpenAI is reportedly developing a new AI smart speaker, while Anthropic plans to design its own hardware to power its Claude AI models. These developments indicate a growing trend of AI companies investing in dedicated hardware infrastructure.
AMD prices its Ryzen AI Halo PC at $3,999, unveils Ryzen AI Max 400 chips
AMD has priced its new Ryzen AI Halo PC at $3,999, positioning it as a competitor to NVIDIA's DGX Spark. The company also unveiled its Ryzen AI Max 400 chips.
Gaming GPU Memory Tech Powers Micron’s Cheaper AI Hardware Push
Micron is developing a new AI hardware strategy by stacking up to four layers of GDDR memory modules, typically used in gaming GPUs, to significantly reduce costs. This approach aims to make AI hardware more affordable, with testing planned for this year and early samples potentially available in 2027. While this could benefit AI adoption, it may also impact the availability and pricing of gaming hardware due to increased demand for GDDR memory.
Ex-Sandsoft CTO announces new AI start-up, Think, and says “games industry experience is the secret ingredient” to solving some of AI’s biggest problems
Former Sandsoft CTO Ahmed AlSharif has launched a new AI start-up called Think, aiming to develop more efficient AI hardware infrastructure. AlSharif leverages his extensive experience in the games industry, including roles at PlayStation, EA, and Meta, to address bottlenecks in cooling, power efficiency, and GPU utilization. Co-founder Ammar Enaya brings over 30 years of technology sales experience to the venture, which is seeking initial funding and has patents pending on new products.
