NVIDIA has been in a race to source DRAM for its AI accelerators and memory products, but the real edge, of course, is Jensen's unique relationships with Korean memory giants. NVIDIA's CEO Just Met With SK's Chairman In a "Fried Chicken" Dinner, Discussing SOCAMM & HBM4 DRAM is proving to be essential for AI chip manufacturers that have been in severe shortages for several quarters now. This is mainly driven by hyperscaler demand, the sudden rise in demand for general-purpose DRAM products such as LPDDR, DDR, and GDDR. More importantly, NVIDIA and others see HBM as an integral part of […]
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