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AI demand is exploding, but scaling it isn’t just about more compute. At NVIDIA GTC, Samsung Semiconductor US President Paul Cho shares where the real innovation is happening. Samsung’s HBM4 shows that the next phase of AI performance will be driven by memory, integration, and system design. And the... show more

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Everyone’s still talking about GPUs. Meanwhile, memory is now the real constraint for AI at scale. From GTC, Patrick Moorhead & Daniel Newman are joined by Paul Cho & Indong Kim from Samsung Semiconductor US to discuss why bandwidth, not compute, is starting to define AI performance.

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Micron is going to $4,000 and once you understand what inference actually is, the number stops sounding crazy (Save this). Dylan Patel just said that by 2030, OpenAI and Anthropic alone will need over 100 gigawatts of compute combined and by 2040, we may not even be measuring AI infrastructure in gigawatts anymore. We may be talking about terawatts. Every single one of those gigawatts needs memory to function. Without it, the compute is worthless. Most people heard that and thought about Nvidia but they should be thinking about Micron. Every AI model generating a response has two phases. The first is prefill, processing your prompt which is compute-heavy and the second is decode generating each word one token at a time and that phase is almost entirely memory-bound, not compute-bound. During decode, the GPU's processing units sit idle more than 95% of the time, waiting for data to arrive from memory. Google confirmed it in a research paper that decode-phase bottlenecks are dominated by memory bandwidth and capacity not raw compute. The GPU is not the bottleneck but the memory feeding the GPU is. This matters because inference is now where all the money lives. Training a model happens once, Inference happens billions of times a day every ChatGPT response, every Claude output, every agentic workflow running in the background and every one of those token streams is a billing event tied directly to memory performance. Adding more GPUs does not fix this because GPUs are already underutilized in inference because they are sitting idle waiting on memory. Adding more memory bandwidth and capacity is what directly reduces token cost, reduces latency, and allows the same cluster to serve dramatically more users simultaneously. Longer context windows compound the problem further, a model running a 1 million token context window requires dramatically more memory per session than a 10,000 token window, and every new model generation pushes context longer. The market treats memory as a downstream beneficiary of Nvidia orders. The correct framework is the opposite, Micron is the upstream constraint on how much value every Nvidia GPU can actually generate at inference scale. Micron guided Q4 to $50 billion in revenue, has HBM4 ramping at twice the pace of the prior generation, and CEO Sanjay Mehrotra has said supply will not catch demand before the end of 2027. At 8x forward earnings on $112 projected FY2027 EPS, Micron is the most undervalued infrastructure company in the entire AI stack. Inference is memory. Memory is Micron and the inference ramp has barely started. Milk Road Pro members are already up massively on this position and we're just getting started. If you want the full breakdown of what we're buying and why, come join us for just a dollar using the link below!

Milk Road AI

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Big News - DAO Governance Is Coming 📢 The next phase of Lightchain AI isn’t just about powerful AI features — it’s about who controls them. In this video, you’ll see Our AI in action, running fresh prompts and showing off the chat experience A preview of the DAO dashboard, where proposals can be created and voted on How governance is fully in the hands of the community This is a crucial moment- before mainnet, the DAO will launch, and you’ll set the rules that shape Lightchain AI from the start.And remember — the very first proposals, where you decide, will shape the entire platform for Lightchain AI. The future of decentralized AI starts with you. #Lightchain #AI #Crypto

Big News - DAO Governance Is Coming 📢 The next phase of Lightchain AI isn’t just about powerful AI features — it’s about who controls them. In this video, you’ll see Our AI in action, running fresh prompts and showing off the chat experience A preview of the DAO dashboard, where proposals can be created and voted on How governance is fully in the hands of the community This is a crucial moment- before mainnet, the DAO will launch, and you’ll set the rules that shape Lightchain AI from the start.And remember — the very first proposals, where you decide, will shape the entire platform for Lightchain AI. The future of decentralized AI starts with you. #Lightchain #AI #Crypto

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$NVDA CEO Jensen Huang said demand has gone parabolic because agentic AI has arrived, AI can now do productive work and tokens are becoming profitable. If tokens are profitable then model builders have a reason to produce more of them which means more inference, more compute and more demand across networking, memory, CPUs, power and data centers. The near-term stock reaction is about expectations but long-term story is still that the AI factory buildout is running through Nvidia which is why I think it has a real path to becoming the world’s first $10T company.

$NVDA CEO Jensen Huang said demand has gone parabolic because agentic AI has arrived, AI can now do productive work and tokens are becoming profitable. If tokens are profitable then model builders have a reason to produce more of them which means more inference, more compute and more demand across networking, memory, CPUs, power and data centers. The near-term stock reaction is about expectations but long-term story is still that the AI factory buildout is running through Nvidia which is why I think it has a real path to becoming the world’s first $10T company.

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We keep hearing about the infrastructure boom as an AI pivot. At NVIDIA GTC,we talked with Lenovo’s Vlad Rozanovich and IREN’s Kent Draper about what actually had to be in place before any of this scaled: Access to power. Control of land. The ability to build ahead of demand. By the time AI showed up at this level, the groundwork was already laid. The AI boom just exposed who was actually prepared.

We keep hearing about the infrastructure boom as an AI pivot. At NVIDIA GTC,we talked with Lenovo’s Vlad Rozanovich and IREN’s Kent Draper about what actually had to be in place before any of this scaled: Access to power. Control of land. The ability to build ahead of demand. By the time AI showed up at this level, the groundwork was already laid. The AI boom just exposed who was actually prepared.

Six Five Media

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Maria Popova on the soul, the self, and what AI will never have: "AI will never have feeling. AI will have the simulacrum of feeling. AI will never write the great American poem, the great French poem, because it hasn't suffered. AI doesn't have the capacity to suffer. Even if you try to make it suffer, meaning write a command that is to execute failure, it'll already be succeeding at executing failure. AI can only ever succeed. And without suffering, what kind of true art can there be? All writing that is truly moving is born of feeling and time. AI has neither; it's an instantaneous, unfeeling delivery of pure information. The function of what we call the soul is real. Whatever it's made of, where it is. And the part that I worry about is that today, most people live on the level of the self and not the level of the soul. Just the costume of personality over the soul." The value of persons does not rest on our "costume of personality," but on the soul beneath it.

Maria Popova on the soul, the self, and what AI will never have: "AI will never have feeling. AI will have the simulacrum of feeling. AI will never write the great American poem, the great French poem, because it hasn't suffered. AI doesn't have the capacity to suffer. Even if you try to make it suffer, meaning write a command that is to execute failure, it'll already be succeeding at executing failure. AI can only ever succeed. And without suffering, what kind of true art can there be? All writing that is truly moving is born of feeling and time. AI has neither; it's an instantaneous, unfeeling delivery of pure information. The function of what we call the soul is real. Whatever it's made of, where it is. And the part that I worry about is that today, most people live on the level of the self and not the level of the soul. Just the costume of personality over the soul." The value of persons does not rest on our "costume of personality," but on the soul beneath it.

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AI shouldn’t just belong to a few big companies 🤖 OORT | The Data Cloud for Decentralized AI is creating a decentralized AI cloud where your data, storage, and compute help power the next generation of AI , and you get rewarded for it. Global, transparent, and community-driven. Are you ready to join? 🌍⚡ #OORT #DecentralizedAI #Blockchain #Web3 #AICommunity #CryptoTech #DataRevolution #Onchain #Innovation #FutureOfAI

AI shouldn’t just belong to a few big companies 🤖 OORT | The Data Cloud for Decentralized AI is creating a decentralized AI cloud where your data, storage, and compute help power the next generation of AI , and you get rewarded for it. Global, transparent, and community-driven. Are you ready to join? 🌍⚡ #OORT #DecentralizedAI #Blockchain #Web3 #AICommunity #CryptoTech #DataRevolution #Onchain #Innovation #FutureOfAI

Sky Wee

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🚨 THE AI COST BUBBLE IS GETTING WORSE. Companies pushed employees to “tokenmaxx” and aggressively use AI tools to boost productivity scores, but agentic AI can consume up to 1,000x more tokens than normal AI queries. Now the same companies that hyped AI cost savings are discovering that heavy AI usage is actually exploding operating costs instead of reducing them.

🚨 THE AI COST BUBBLE IS GETTING WORSE. Companies pushed employees to “tokenmaxx” and aggressively use AI tools to boost productivity scores, but agentic AI can consume up to 1,000x more tokens than normal AI queries. Now the same companies that hyped AI cost savings are discovering that heavy AI usage is actually exploding operating costs instead of reducing them.

Crypto Rover

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