The AI Boom's Dark Side: A Memory Crisis Brewing for Years to Come Intel CEO Lip Bu Tan has been warning about the impending memory shortage for years, but his message is more than just a cautionary tale – it's a critique of our industry's approach to artificial intelligence.
The AI boom has been touted as a revolution, but what happens when the tools we need to build and run these systems aren't available?
The root cause of the problem lies in the increasing demand for high bandwidth memory (HBM), which is being consumed by AI accelerators from Nvidia and AMD.