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SRAM

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 24, 2025 by Steeve Morin · across every show →

Everything said about SRAM, oldest first

Feb 24, 2025 negative
Insight
Morin: Scaling SRAM is a dead end for AI hardware
“No, SRAM, this will not deliver. It's a dead end in terms of scaling SRAM means scaling the surface mean you get, you know, depreciating problems.”
Steeve Morin Feb 24, 2025 ▶ 32:18 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
May 26, 2026 positive
Assertion Supported
Feldman notes SRAM costs remain stable with no supply shortages
“We use SRAM, and there's no shortage of SRAM. The cost of SRAM hasn't changed.”
Andrew Feldman May 26, 2026 ▶ 14:12 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
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