Premium Research
Sep 2025
... Generative AI relies on a fragmented hardware ecosystem, creating tensions between optimal performance, energy efficiency, and cost. Scale-Up AI fabric, optical interconnect, high-bandwidth memory (HBM) advances, algorithm-aligned silicon architectures and heterogeneous chip integration are the prim ...
Analyst(s):
Sushovan Mukhopadhyay
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Shrish Pant
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Adrian O'Connell
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Menglin Cao
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Naresh Singh
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Warren Peng
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Gaurav Gupta
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Rithvik Kumar
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Joseph Unsworth