SRAM
4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 4, 2026 by Gavin Baker · across every show →
Everything said about SRAM, oldest first
Aug 4, 2026 bullish
Aug 25, 2026 positive
Movva: Cerebras and Groq Bet on Maximizing On-Chip SRAM Over Traditional GPUs
“Cerebris, Grok and a couple others that are coming out of stealth now, I think have made a very interesting bet on not just building another GPU, but actually building a different kind of accelerator that focuses on a different memory hierarchy. They want to m…”
Aug 25, 2026 neutral
Movva: An 800mm² Die Made Entirely of SRAM Would Hold Only Single-Digit Gigabytes
“The problem with SRAM is it takes a lot of area on the silicon die so if you want to build a large die, like let's say the NVIDIA Blackwell at 800 millimeters square, if you made that whole die SRAM, It would be in the maybe like single digit gigabytes. It's n…”
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.”