High bandwidth memory
Product in Technology
High bandwidth memory has come up in 1 episode across 1 podcast in TMT, including Moonshots with Peter Diamandis. 1 person has made recorded remarks about it.
What people said
Emad MostaqueFounder of Intelligent Internet and former CEO of Stability AI
Mostaque says HBM accounts for about 40% of US AI capital expenditure and DeepSeek's method cuts that requirement fourfold.
“40% of the current CapEx build-out in America is HBM memory. And this requires 40% of the trillion dollars. And this is a four times decrease in the requirement for that”
Moonshots with Peter Diamandis: Should we slow down AI progress? | MOONSHOTS #288 (Sep 11, 2026) · Listen from 1:30:39
Podcasts
- Moonshots with Peter Diamandis · 1 episode
Episodes
Should we slow down AI progress? | MOONSHOTS #288Moonshots with Peter Diamandis · Sep 11, 2026 · 2 h 44 min
The Moonshots panel and Emad Mostaque debate AI safety resignations, P(doom), the Navier-Stokes solution, data as moat, GPU economics and AI-designed longevity drugs.