AI Names · GPUs, accelerators & foundries
Micron
MU
Micron makes HBM, the memory stacked on training GPUs. In this cycle, memory is the other scarce chip.
- Site
- micron.com
- Product
- HBM
In the Daily
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.
· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.
· Morning Brief
Nvidia readies a China LPU. Alibaba spends $10 billion.Nvidia is preparing an export-compliant inference chip for China as Alibaba’s AI buildout cuts profit 75 percent.