High-bandwidth memory (HBM) supplies from Micron are largely sold out all the way out until 2025 amid a boom in demand driven by the AI frenzy, with one customer alone paying $600 million up-front to lock in supply.
Memory is hot property amid AI boom, as Micron sells out of HBM through 2025
For LLMs “GPU RAM is actually one of our most valuable commodities. It's frequently the bottleneck, not compute…”
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