Locator: 50265BETH.
Feynman GPU: Nvidia's next generation GPU chip will be the first to integrate custom HBM -- this suggests this could be a bespoke HBM5 or an enhanced HBM4e variant. Link here. Some are suggesting that Nvidia is no longer a chipmaker but an operating system. With CUDA, I think that's accurate.
Micron: guidance. Read this statement from the CEO -- this is insane -- read it. Then read it again. This is guidance. Link here.
Shortage: the global memory chip wafer shortage could persist until 2030 with more than a 20% shortage at times, driven by AI demand. Link here.
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