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Neil Shah
@neil_shah
Co-Founder & Research VP @CounterPointTR | Technology Industry Analyst | Entrepreneur | @MITSloan | @UofMaryland @SmithSchool @ClarkSchool Alumni |
加入 April 2009
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🍽️ 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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