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TechRadar
Wayne Williams

Samsung HBM roadmap shows Google could become Nvidia's fiercest competitor in AI by 2026, but I wonder what's happening to Microsoft

Samsung 36GB HBM3E 12H DRAM.

  • Nvidia stays king of AI chips, buying millions of HBM from Samsung in 2026
  • Google’s TPU push makes it Nvidia's closest rival for HBM
  • Amazon, AMD, and Microsoft fight for scraps while Intel fades into obscurity
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