High Bandwidth Memory
3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 25, 2026 by Neil Movva · across every show →
Everything said about High Bandwidth Memory, oldest first
Aug 25, 2026 positive
Aug 25, 2026 neutral
Nvidia Blackwell Has 288GB of HBM but Only 500MB of SRAM
“Blackwell has 288 gigabytes of HBM capacity around the logic die, and the logic die itself maybe only has like 500 megabytes of SRAM. So it's possibly multiple orders of magnitude, three orders of magnitude difference in density for DRAM versus SRAM.”
Aug 25, 2026 bullish
Movva: Compute startups should primarily attack Nvidia's reliance on HBM
“You want to pick something and say, I think they've underpriced the impact of how short we're going to be on HBM. We're going to push really hard in this other direction instead, which, you know, as an aside, I do think is probably the thing to attack most.”