TurboQuant cuts KV-cache needs by at least 6x for HBM/DRAM during AI inference, but it does not reduce persistent SSD storage demand. Therefore, Sandisk Corporation’s NAND thesis remains intact. The ...

In my latest article on Micron, I examine the recent developments that support my "strong buy" rating. While Alphabet’s new algorithms have raised concerns, they are a "gift" that will only drive ...

You might not realize it, but Friday, May 15, was one of the most important days of the second quarter -- and not just because it marked Jerome Powell's final day as Fed chair. It was the deadline for ...

Generative AI requires a ton of memory capacity. As models are trained on more and more information, accessing some of the training data or previous conversations requires a ton of memory capacity.

Key TakeawaysMicrosoft unveiled its Maia 300 AI chip on Oct. 12, and Chamath Palihapitiya says even Google is short on memory because Nvidia has locked up most of the supply.

Google said this week that its research on a new compression method could reduce the amount of memory required to run large language models by six times. SK Hynix, Samsung and Micron shares fell as ...

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Quarterly Form 13F filings allow investors to track which stocks Wall Street's brightest investors purchased and sold in the latest quarter. Stanley Druckenmiller exited his fund's entire stake in ...