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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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Six Five Media

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56,637 görüntüleme • 5 ay önce •via X (Twitter)

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AI scaling is running into some hard limits. Primarily memory, bandwidth, and power. Samsung Semiconductor US President Paul Cho joined Patrick Moorhead and Daniel Newman to unpack how the industry is responding at The Six Five Summit: AI Unleashed 2026. Watch on demand:
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AI scaling is running into some hard limits. Primarily memory, bandwidth, and power. Samsung Semiconductor US President Paul Cho joined Patrick Moorhead and Daniel Newman to unpack how the industry is responding at The Six Five Summit: AI Unleashed 2026. Watch on demand:

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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 companies solving those layers will define what AI can actually do.

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