THE MEMORY WARS: WHY AI'S FUTURE DEPENDS ON 16-HI HBM

Summary from the TLDR AI newsletter

AI is hitting a memory bottleneck: massive models need terabytes of fast memory. NVIDIA's 16-Hi HBM orders, 3D-stacked SRAM, and Groq deal aim to fix this, enabling near-instant inference and huge model scales. The result: AI can finally reach its potential in chat, robotics, and scientific discovery, shifting the limit from hardware to imagination.