Inside you will find:
What Gelsinger actually said at the Raise Summit, and what the clips cut
Why SK hynix agreed HBM is not the final solution
The three-fold memory problem: demand, capacity per token, bandwidth per token
What is wrong with HBM: thermal, shoreline bandwidth, bit efficiency
Bandwidth alternatives that contest HBM directly: SRAM (Cerebras, Groq, Fractile) and 3D DRAM (d-Matrix, Qualcomm HBC)
Capacity alternatives that relieve HBM: LPDDR5X on SOCAMM2, flash tiers, HBF