Silicon Atlas(@Silicon_Atlas):I made a 40-second visual companion for one of my Silicon Atlas articles. It starts with a simple question: how much power does an AI chip spend just moving data? Samsung's zHBM is the example. The harder question is whether a shorter link creates more useful AI work per watt and per dollar after DRAM's internal work, cooling, and manufacturing are counted. Watch the short explainer, then read the full analysis:

Silicon Atlas

@Silicon_Atlas

Evidence-first AI semiconductor analysis: what new silicon claims prove, where bottlenecks move, and whether gains survive at system and economic scale.

Joined March 2021

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Silicon Atlas@Silicon_Atlas

2026.09.12 00:24

I made a 40-second visual companion for one of my Silicon Atlas articles. It starts with a simple question: how much power does an AI chip spend just moving data? Samsung's zHBM is the example. The harder question is whether a shorter link creates more useful AI work per watt and per dollar after DRAM's internal work, cooling, and manufacturing are counted. Watch the short explainer, then read the full analysis: