Micron's HBM3e and the Evolution of Memory Technology in AI Workloads

The chapter explores Micron's revolutionary HBM3e chip, essential for high-speed data transfers and increasing AI model capacity. It delves into the complexities of chip production, the competitive landscape among memory suppliers, and the evolving dynamics of memory technology driven by AI accelerators and GPUs. The discussion also encompasses venture capital investments, strategic partnerships, regulatory impact on tech industry deals, and the rapid evolution of generative AI companies.