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19:58
Apr 16
SemiAnalysis
Why Positron AI is Choosing LPDDR over HBM for Next-Gen LLM | Researcher Conversations at GTC
NVDA SOXX HBM ▾
Thomas Sohmers HIGH
NVIDIA has poor matrix-vector performance for inference.
NVIDIA's GPUs have a worsening ratio of matrix-matrix to matrix-vector performance from Hopper to Blackwell, making them inefficient for AI inference workloads that rely heavily on matrix-vector operations, which Positron's architecture solves.
NVDA AVOID
Thomas Sohmers HIGH
Commodity LPDDR and substrates over HBM and advanced packaging.
Positron AI uses LPDDR memory and organic substrates instead of HBM and advanced packaging, avoiding supply chain constraints and achieving higher memory capacity for scalable AI inference with commodity technologies.
SOXX LONG HBM AVOID
21:30
Apr 10
SemiAnalysis
Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Ep. 008