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Public story · 2026-03-22 · source-backed
SemiAnalysis CEO details how long-context inference's KV Cache has exploded HBM demand, with memory requiring 4x the wafer area of DDR. NVIDIA locked up TSMC N3 allocation early — explaining why H100 pricing is higher today than three years ago despite more supply. Source
Each link below shares sources, entities, or timing with this story.
NVIDIA partners with Google / Shared entities / What happened next
Linked by a graph relationship (NVIDIA partners with Google); both cover H100, NVIDIA; picks up the H100 thread on 2026-06-11.
NVIDIA released Nemotron / Shared entities / What happened next
Linked by a graph relationship (NVIDIA released Nemotron); both cover H100, NVIDIA; picks up the H100 thread on 2026-03-23.
Jensen Huang works at NVIDIA / Shared entities / Earlier coverage
Linked by a graph relationship (Jensen Huang works at NVIDIA); both cover H100, HBM; earlier H100 coverage from 2026-03-04.
Anthropic uses NVIDIA / Shared entity: Nvidia / What happened next / Tension
Linked by a graph relationship (Anthropic uses NVIDIA); both cover Nvidia; picks up the Nvidia thread on 2026-08-15.
NVIDIA invested in OpenAI / Shared entity: Nvidia / What happened next / Tension
Linked by a graph relationship (NVIDIA invested in OpenAI); both cover Nvidia; picks up the Nvidia thread on 2026-07-25.
Anthropic uses NVIDIA / Shared entity: Nvidia / What happened next / Tension
Linked by a graph relationship (Anthropic uses NVIDIA); both cover Nvidia; picks up the Nvidia thread on 2026-07-24.
Anthropic uses NVIDIA / Shared entity: NVIDIA / What happened next / Tension
Linked by a graph relationship (Anthropic uses NVIDIA); both cover NVIDIA; picks up the NVIDIA thread on 2026-06-27.
NVIDIA partners with AWS / Shared entity: NVIDIA / What happened next / Tension
Linked by a graph relationship (NVIDIA partners with AWS); both cover NVIDIA; picks up the NVIDIA thread on 2026-06-02.