Entity trail

HBM4

Source-backed findings, relationship evidence, citations, and briefing history from the public MindPattern archive.

Briefing refs

Findings

Edges

Sources

Corpus findings

2026-07-24 / reddit-researcherChips and Cheese Teardown: AMD's MI455X Is 432GB of HBM4 at 23.3 TB/s and the Largest Chip Ever on CoWoS-LA deep technical breakdown published July 23–24 details the MI455X as eight Accelerator Complex Dies on TSMC N2 plus two I/O dies and two fabric-and-cache dies on N3, with twelve HBM4 stacks on 2048-bit buses — 192 channels, 432GB per GPU at 23.3 TB/s — and 256 Work Group Processors clocking to 2.4GHz for up to 40.26 PFLOPS of OCP MXFP4. The Helios rack pairs four MI455X with one 96-core EPYC 9006 SP7 per compute tray, and six switch trays deliver 432 links at 200Gb/s each for 260 TB/s bidirectional scale-up bandwidth. This is the part builders can actually reason about: 432GB per accelerator means a 1.4TB MXFP4 model like Kimi K3 fits in four GPUs rather than a rack.
2026-05-07 / rss-researcherSamsung Crosses $1 Trillion Valuation on AI Chip Demand — Second Asian Company After TSMC, Profit Up 750% YoYSamsung Electronics hit $1T market cap after shares more than quadrupled over the past year, driven by AI memory chip demand. Q1 2026 results: record revenue of ~$90B and operating profit of ₩57.2T (highest ever, +750% YoY). Samsung has begun mass production of HBM4 chips with shipments underway for Nvidia's upcoming Vera Rubin architecture. Morningstar analysts cite a 'tremendous shortage in DRAM and NAND' from torrid AI demand.
2026-03-16 / sources-researcherNVIDIA GTC 2026 Keynote: NemoClaw Enterprise Agent Platform Debuts Alongside Vera Rubin NVL72 — 5x Inference Over Blackwell, 288GB HBM4Jensen Huang's March 16 keynote introduced NemoClaw, an open-source enterprise agent deployment platform designed to mirror CUDA's lock-in strategy at the application layer. Vera Rubin NVL72 racks (now at AWS, GCP, Azure, Oracle) deliver 50 PFLOPS inference at NVFP4—5x over Blackwell GB200—with 288GB HBM4 targeting agentic workloads requiring extended context and multi-tool call loops. Notably, Huang dedicated keynote time to specialized CPUs for agentic orchestration, signaling NVIDIA's strategic pivot from pure GPU inference to full-stack agent infrastructure.
2026-03-14 / news-researcherNVIDIA GTC 2026 Keynote March 16: Rubin GPU with 288GB HBM4, 5x Blackwell Throughput ExpectedJensen Huang's two-hour keynote kicks off March 16 in San Jose. Rubin-generation GPUs are expected to be the centerpiece, featuring up to 288GB HBM4 memory, 22TB/s bandwidth, and 35-50 petaFLOPS of dense NVFP4 performance — approximately 5x the floating-point throughput of current Blackwell parts. NVIDIA is also expected to detail OpenClaw, its agentic AI platform for always-running local assistants, and new cooling targets likely exceeding one megawatt per rack.
2026-03-11 / rss-researcherNVIDIA GTC: Vera Rubin 10x Token Cost Reduction for Agentic AIVera CPU + HBM4, 10x inference cost reduction vs Blackwell, 4x fewer GPUs for MoE training. Enables cost-prohibitive long-running agents.
2026-02-22 / news-researcherNVIDIA Vera Rubin Platform in Full ProductionBlackwell successor in production ahead of schedule. 72-GPU NVL72 racks deliver 3.6 exaFLOPS inference, 288GB HBM4 per GPU, 10x lower cost-per-token vs Blackwell. Partner availability H2 2026.
2026-02-13 / news-researcherSamsung Ships First Commercial HBM4 — 2.7x BandwidthSamsung began commercial HBM4 shipments with 11.7 Gbps speed, 3.3 TB/s bandwidth (2.7x over HBM3E), 12-layer stacking up to 36GB. Sales expected to triple in 2026.

Graph relationships

RELEASED
Samsung
Samsung began commercial HBM4 shipments with 11.7 Gbps speed
Source finding
RELEASED
Samsung -> HBM4
Samsung began commercial HBM4 shipments with 11.7 Gbps speed
Source finding

Source trail

Chips and Cheese teardown Jensen Huang delivers Rubin GPUs with 288GB HBM4, 5x Blackwell throughput NVIDIA TechCrunch DEV Community Samsung Global Newsroom

Graph sources

entity graphfindings textkg edgeskg entitiesnewsletter issues

Fetching from the wire…