
NVIDIA Blog: More Performance From Every Byte: How Full-Stack Codesign Solves AI’s Memory Challenge
Larger models, longer contexts and agentic applications are increasing GPU memory pressure while supply tightens and prices rise — a trend expected to continue through the near term. NVIDIA works closely with memory partners to rapidly adopt the latest memory technologies. NVIDIA was first to adopt HBM3e and HBM4 technologies into an accelerated computing stack. But the approach isn’t to simply pack more memory onto the GPU. It’s full-stack codesign. NVIDIA intentionally designs GPUs, CPUs, net
AI models are consuming more memory as they grow larger and handle longer conversations with users, while memory hardware remains expensive and in short supply. Rather than simply adding more memory to individual processors, a full-stack approach designs processors, supporting chips, networking, storage, and software together to make more efficient use of the entire memory system. This strategy involves reducing the size of model data, placing different types of data on appropriate storage tiers from fastest to slowest, and retrieving information back to the fastest tier only when needed, which allows AI systems to deliver significantly more output per dollar spent despite only modest increases in the fastest memory capacity.
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We wrote at length about how SpaceX’s plans for 10GW in 2027 was feasible, paving the way for +300b+ ARR. We received a lot of pushback from folks calling it impossible. Now, just two months later, we’re already seeing 3.6GW under construction across multiple sites, both existing and new. SpaceX has even revised its estimate up to ~13GW in 2027. This would be the largest amount of datacenter capacity ever built by any one company in that timeframe, roughly equivalent to all of Google

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Also reported by Wired AI and TechCrunch

The deal highlights the challenges of developing massive AI data centers.

Huawei’s AI data center in Horinger, Inner Mongolia, uses Ascend chips and has an estimated AI computing capacity that is just 7% that of the world’s largest AI data center, SpaceX’s Colossus 2 in Tennessee.

Members of the action group Geef Tegengas put a banner on a crane during a protest. | Image: Getty Images Protesters have broken into a construction site of a new Microsoft data center in Amsterdam this morning. Members of the Geef Tegengas group helped organize the protest against the construction of three 85-meter data center towers in the outskirts of Amsterdam. Reuters reports that around 100 people made it into the construction site, with some scaling a crane to place a "fu