Hot Chips conference
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2026 by Raghu Raghuram · across every show →
Everything said about Hot Chips conference, oldest first
Aug 28, 2026 neutral
Raghuram: Current AI memory demand requires three years of manufacturing capacity
“So the flagship conference for the industries, the one called Hot Chips, is going on in Stanford, and the leading memory ranger said the demand they have today will take them three years of capacity to supply.
[588] Raghu Raghuram: It's just today.
[589] Raghu…”