Steve Burke
speaker
449 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Steve Burke’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
No.
You can't really... There's no way to...
You would need an HBM device to put it on.
There's no real consumer HBM devices these days, and it's not something you can spin up fast.
So yeah, if there's too much HBM, you don't really have a lot you can do with it other than, I guess, sell it for cheaper or something.
But at the end of the day, you need something to attach it to.
And one thing to think about is part of those numbers, although I don't think all of it, but part of it
is that the capacity per device has increased a lot for non-consumer devices since 2022.
So some of it is accounted for there, where you just put more on a device.
But then you look at consumer, and somewhat notoriously, it has remained stuck at 8 gigabytes to maybe 16 gigabytes for a consumer GPU.
which 8 is barely even enough to play modern games with any kind of reasonably high texture settings.
And so you don't have that multiplying effect in consumer.
It's just in data center, which all that to say...
If more supply capacity goes online, if they're able to produce more, but the data center demand slows down or the data center GPU demand slows, and they switch back to just consumer DRAM, they're still going to have too much because the consumer devices are...
They don't use that much memory.
So I don't know.
You finally spec them up, maybe.
Just because they need to put it somewhere, right?
Well, that's a really common comment.
I see people asking about like, oh, surely this is going to be good for secondhand in a few years when they retire all these devices or the bubble pops.
Showing 361–380 of 449 · page 19 of 23
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