Beyond the GPU: Why HBM3e Memory and CoWoS Packaging are the Real Bottlenecks in the AI Scaling Race
Modern AI scaling is limited less by raw GPU flops and more by HBM3e memory bandwidth, CoWoS packaging constraints, power, and thermal delivery.
Modern AI scaling is limited less by raw GPU flops and more by HBM3e memory bandwidth, CoWoS packaging constraints, power, and thermal delivery.