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 months

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

So this is a solution that will sit under your GPU core, which is a very large piece of silicon, and is shared with

the hbm stacks so all of your your core and all your hbm is stacked on top of the same it's called an interposer it looks like a pcb and they all communicate through that so that's another piece of silicon and so for this these reasons

alone there's also others but you know these alone now you're involving more fabs there's more logistics shipping things around and there's more uh fab or fabrication plant area allocated even if you're just talking about making someone's got to make the logic dies tsmc makes the interposers right yes there's just more moving parts and it kind of takes up more space exactly yep

Have you tried asking the chat GPT?

I mean, to some extent, yes.

I think this is where the price-fixing allegations come into.

I don't know if you try to take their side, which I really don't want to do.

I'm trying.

Yeah, if you try to.

I think their argument...

whether it's sort of truthful or not, but would be, we've got this crazy high demand for HBM.

These are guaranteed customers.

I can sell terabytes of it to Jensen, and it's one point of contact.

It all moves quickly and easily.

And there's this data center demand right now, and we don't know if it's going to be here forever, but consumers, they're always going to have to buy electronics or whatever.

So I'm not exactly sure if that's... To me, it seems like...

Maybe you make some sort of... You assign some value to the B2B relationship over B2C or something.

Maybe, but... Also, I guess if they...

Yeah, I'm not sure.

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