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▶ 18:29 · Memory & Storage · Positron CEO says memory is AI bottleneck, advocates memory-first 3D stacked architecture
episode briefing
Bloomberg Tech

Everything You Need to Know About Apple's iPhone Duo

2026-09-10 · 2 company · 2 thematic
sentiment
2 bull0 bear0 neu
speakers
jensen huang

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

mtesh agrawal

Mitesh Agrawal is the CEO of Positron, focusing on inference silicon and memory-first architecture for AI.

now playing · Memory & Storage
AI Infrastructuretailwindscore 8/10jensen huang
Jensen Huang sees AI chip demand expanding as NVIDIA embraces custom chips
NVIDIA is gaining share across the AI opportunity by welcoming custom chips and opening its platform, indicating strong demand for AI infrastructure.
Memory & Storagetailwindscore 6/10mtesh agrawal
Positron CEO says memory is AI bottleneck, advocates memory-first 3D stacked architecture
Memory is the biggest bottleneck for AI; Positron's approach packages memory directly with compute using 3D stacking to address latency, energy efficiency, and cost.