Rumors about NVIDIA launching the Groq chip inference system on the eve of its GTC conference have sparked market speculation that the SRAM route will weaken the demand for HBM. However, NVIDIA's founder Jensen Huang has already clarified the misunderstanding that NVIDIA's new LPU products will squeeze the HBM market, and in fact, the SRAM route and the HBM route are not simply a substitute for each other.#longbridge #longbridgesg Singapore
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