Google Cloud Senior Director of Supply Chain Infrastructure Nikhil Cherian named high performance memory the primary constraint in AI servers now as it accounts for over 75% of the build of materials (BOM), media report, adding Google is using a dual hardware-software strategy to break through this ‘AI memory wall’. He made the comments during a presentation at SEMICON Taiwan. $Alphabet(GOOGL.US) $SK Hynix(SKHY.US) $SSNLF $Micron Tech(MU.US) #semiconductors
Source: Dan Nystedt
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