Ben Thompson
speaker
42,103 appearances
120 recordings
2 series
first heard Sep 2024
last heard 21 Aug
Ben Thompson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
stuff and start selling it abroad, alleviating the sort of memory shortage that we're facing.
podcast-host
Particularly if the, you know, the SK Heinex and Samsung and Micron are all focused on HBM.
podcast-host
Uh so who's gonna make DRAM, right?
podcast-host
Like like the there's yeah.
podcast-host
And so it's not just that they can probably self-supply for more AI workloads than you might think in this agentic workload, but also there's gonna be a large market for their company
podcast-host
companies to expand and sell stuff even if it's relatively lower end compared to compared to Western companies.
podcast-host
Relatively.
podcast-host
Um overall the you know the the hyperscalers in general uh you know buying cheaper co cheaper stuff is always better and I do think you know NVIDIA is running as fast as they can.
podcast-host
They've you you know they're they've completely this whole dynamo approach it's basically like an operating system for inference to balance
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Different loads and adding on like a Grok for the super fast and their regular GPUs for some stuff.
podcast-host
And and the way they tie that together is really interesting.
podcast-host
They have Grok just doing the the sort of inference speed related aspect of inference.
podcast-host
Uh-huh.
podcast-host
The the um but then also shipping like these new mem new memory sort of racks.
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Like they're certainly out there trying to get ahead of it, but
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It's gonna be a challenge in the long run.
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Which
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We saw
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With the cloud.
podcast-host
Mm-hmm back in the day, in the dot-com era
podcast-host
Showing 3541–3560 of 42,103 · page 178 of 2106
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