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 over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Better Offline · AI Made Everything Expensive (ft. GamersNexus) · 15 Jul 2026 podcast

sort of production for memory.

And you'll find DRAM is used in all of it in some capacity for the most part.

So you'll find DRAM dies in HBM, like inside of an HBM package.

But data center high-end GPUs will use high-bandwidth memory.

And basically every consumer device uses something called GDDR, which is just a lower-bandwidth memory

kind of more normal solution that's not as overboard on the performance for a consumer application, but they all kind of come from the same place, which is a wafer.

They're all cut from the wafer.

It appears to be an awful lot.

I mean, so...

I know that the recent class action lawsuit or complaint, I should say that was filed, notes that the profitability, the plaintiff's attorneys claim that the profitability of traditional, like conventional DRAM is greater than the profitability of HPM.

That was one of their claims.

And yet they sort of argue that, and it seems like their evidence is good, but they argue that...

Why would you shift more and more capacity to producing this lower margin thing, HBM, if the easier thing to make is potentially higher margin?

And so it does seem like more of it's shifting over there.

OpenAI caused that sort of big kerfuffle previously when they claimed 40% of just all DRAM supply globally.

But that didn't happen, though.

Yeah, it didn't have it.

I think so.

I mean, so, yeah, there's a couple things here.

I'll lay out some of the highlights, and you can figure out how you want to go through them.

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