tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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Joined October 2008
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Memory bears have no idea about the tidal wave of AI data center CPU demand that's coming. It's bad news for Apple, too.
🍽️ DRAM devouring Vera.
▪️1.5 TB LPDDR5X memory (1 Vera CPU)
▪️12 TB SOCAMM LPDDR5X memory (x8 Vera CPUS)
Every time I see this Vera CPU tray, reconfirms the DRAM demand is here to stay as the role of CPU in the Agentic AI era grows day by day.
1️⃣ Rising Number of Agents, multiple Autonomous Loops Per Core: Demanding Orchestration and Concurrency
2️⃣ Thousands of Agents API Calls & Execution, State Management
3️⃣ Decision Making Graph Logic and Flow Control
4️⃣ Semantic Search (RAG) and Vector Processing
$NVDA $ARM $INTC
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