Nutty(@NuttyCLD):A former colleague and friend of mine, @Silicon_Atlas has just started writing on X and Substack. He’s one of those rare experts who can connect a remarkably broad range of topics, from IC design and system architecture to AI/ML, without losing depth. In this piece, he goes beyond treating zHBM as just another memory technology and clearly explains why the cost of moving data in AI systems is increasingly forcing changes in the architecture itself. I’m really looking forward to what he publishes next. If you’re interested in the intersection of hardware and AI, I highly recommend following him.

2026.08.15 20:16

A former colleague and friend of mine, @Silicon_Atlas has just started writing on X and Substack. He’s one of those rare experts who can connect a remarkably broad range of topics, from IC design and system architecture to AI/ML, without losing depth. In this piece, he goes beyond treating zHBM as just another memory technology and clearly explains why the cost of moving data in AI systems is increasingly forcing changes in the architecture itself. I’m really looking forward to what he publishes next. If you’re interested in the intersection of hardware and AI, I highly recommend following him.