
Sandisk's Plan to Remove $300K of DRAM from a Single Storage Server
...and save over 10kW for AI factories using that type of server.
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...and save over 10kW for AI factories using that type of server.

This is a hotly requested topic, so we help cut through the framing

Some thoughts from discussions at Qualcomm Investor Day 2026

This may be the bigger AI-SaaS shift

At HPE Discover 2026, the stark contrast to Dell Tech World 2026 could not be ignored

It is not as much of a mystery as you might think. We can narrow down the potential launch dates

In the span of a few days, I sat through NVIDIA, Intel, Marvell, Qualcomm, Dell, and Supermicro keynotes

We compared it to common LPDDR options from AMD, NVIDIA, and Apple

You can see it in the company's changing lineup

Today's Meta and AWS Graviton Deal along with Intel results paint a clear picture

The market needs this, but where is it?

Here are some quick-reaction thoughts on the impact.

Where we are, and what needs to be solved (beyond just saying "security")

A fun note from a recent showcase of an engineering sample

Highly touted, to almost hidden in just three months

A quick note asking about AMD Ryzen AI Max+ 395 Systems from CES 2026

Engineering for scale deployment is just different

We found the prototypes. Every enterprise server vendor needs to offer this.

A major shift in Intel Diamond Rapids is a sign of the times

Taking a CPU-centric look at the MLPerf Training benchmark