memory
At least 10 customers have signed long-term supply agreements.
“You get a good engineer and you also arm them with an LLM and Rust, you can vomit out really good code that just doesn't break”.
Micron's CEO told financial analysts that the memory shortage won't even start to end until at least 2028.
Firm cites "ongoing challenges in the hardware procurement market"
TurboQuant reduces the working memory needed for vector quantisation without sacrificing accuracy, offering a material reduction in inference costs.
Customers are "very motivated" to sign long-term deals says CEO.
AMD warned of supply shortages in February, despite CEOs assurances.
Micron said it was making mysterious multi-year deals for chips amid memory super-cycle
Just two consumer-grade memory suppliers will remain next year amid "supercycle".