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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.36-0.4%12:21 PM EDT
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To: QCOM_HYPE_TRAIN who wrote (196165)10/27/2025 3:09:39 PM
From: Joe NYC2 Recommendations

Recommended By
Lance Bredvold
sbfm

   of 196303
 
Re:
AMD MI355X 288 GB
Nvidia GB300 279 GB

In 2026, NVidia will have Rubin and AMD will have Mi450, I believe both with ~400 GB of HBM memory.

I have seen a diagram (on Twitter, can't find it again) showing at least Mi450 memory controller having ability to also use LPDDR5, in addition not instead of HBM.
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