Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.4K Following 349K Followers
Every accelerator company, and I mean every accelerator company, is likely going to do some variant of 3D DRAM or the “zHBM” which were both discussed at HotChips today.
The larger companies will probably run (are running) parallel programs, but these two memory variants probably co-exist for a long time. Each has distinct advantages.
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