The Hot Take: If this can even compete with HBM4 then intel has a HUGE win.
Intel and SoftBank, through their joint venture Saimemory, are working on a new memory architecture aimed at addressing bandwidth limitations in AI accelerators.
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The Hot Take: HBM competitor would be good bringing Ai accelerator competition for RAM. Intel bringing it should help Intel to catch up in the Ai game for sure.
Japanβs SaiMemory, a SoftBank subsidiary collaborating with Intel, has secured NEDO funding to develop Z-Angle Memory (ZAM), a next-gen DRAM architecture addressing HBM limitations
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The Hot Take: Interesting place to put an Ai Data-Center, giving it's probably hardened against military attacks.
10GW server farm, 10GW of new generation, and $4.2bn grid upgrade. And someone else is paying for the uranium cleanup Softbank's SB Energy is redeveloping Department of Energy (DoE) land in Ohio for a massive datacenter campus, adding extra generation facilities and power infrastructure alongside it.β¦
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