Gavin Baker(@GavinSBaker):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.

Gavin Baker

@GavinSBaker

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.

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Gavin Baker@GavinSBaker

2026.08.23 20:08

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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