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High Bandwidth Memory

also referred to as: hbm

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Aug 3, 2023 by Tri Dao · across every show →

Everything said about High Bandwidth Memory, oldest first

Aug 3, 2023 neutral
Prediction Not checkable as stated
SRAM capacity will stagnate, making memory-aware algorithms vital
“And so, yeah, I think in the future SRAM probably won't get that much larger because you don't have that much area. HRAM will get larger and faster, and so I think it becomes more important to design algorithms that take advantage of this memory asymmetry.”
Tri Dao Aug 3, 2023 ▶ 16:07 FlashAttention-2: Making Transformers 800% faster AND exact
Feb 24, 2026
Assertion Supported
O'Laughlin: Manufacturing one bit of HBM takes 4x the DRAM wafer capacity
“Each bit of HBM is essentially a four X multiplier onto DRAM.”
Doug O'Laughlin Feb 24, 2026 ▶ 1:43:34 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Jul 13, 2026
Insight
Biderman: Personalized AI adapters require hot-swapping millions of endpoints at inference
“And if you truly believe that we can get to the level where we have those kinds of parameter efficient adapters for every person and team, you suddenly think about deployments that involve millions of different endpoints stored in different places that need to…”
Dan Biderman Jul 13, 2026 ▶ 43:43 The AI Memory Problem: Why Long Context Isn’t Enough — Dan Biderman, Engram Co-founder & CEO
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