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AI Hardware

NVIDIA GPUs Inference Computing HBM Memory Chips NVIDIA

Positron Raises $230 Million to Challenge Nvidia in AI Inference

Fresh capital backs a memory‑first design that swaps HBM for expandable LPDDR5x to cut inference power use.

Morgan Stanley Upgrades Micron to Overweight on AI-Memory Strength

Micron Tops Q3 Estimates as AI-Driven HBM Supply Sells Out