黄仁勋：SRAM无法取代HBM

Core Viewpoint - NVIDIA's CEO Jensen Huang emphasized the ongoing necessity of HBM (High Bandwidth Memory) despite the advantages of SRAM (Static Random Access Memory) and other cost-saving solutions for AI workloads, indicating that each memory type has its own strengths and limitations [1][2]. Group 1: Memory Technology Insights - Huang noted that while SRAM can significantly enhance efficiency for certain workloads, its capacity limitations may hinder its effectiveness in large-scale AI production environments compared to HBM, which offers better bandwidth and density [1][2]. - The transition of workload pressures among different memory types and interconnects is dynamic, with varying demands based on the architecture of AI models, such as mixed expert models and multi-modal models [2]. Group 2: Market Dynamics and Cost Considerations - Despite customer complaints regarding the costs of HBM and GPUs, Huang believes there is no inherent conflict between these costs and the demand for advanced memory solutions, suggesting that the market for NVIDIA's products remains robust [3].