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GPU manufacturers

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 24, 2025 by Andrew Feldman · across every show →

Everything said about GPU manufacturers, oldest first

Mar 24, 2025 negative
Assertion Supported
Feldman: GPU High Bandwidth Memory Offers High Capacity but Is Slow
“They use memory, a memory called HBM, the type of DRAM, and it is phenomenal memory. But it is slow. It is slow and high capacity.”
Andrew Feldman Mar 24, 2025 ▶ 6:25 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
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