[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [$6mday](/topic/$6mday) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "Here's the quiet part loud from $ASML's earnings. Memory is quickly becoming a big part of their sales. Why Because hardware Memory bandwidth is becoming the choke point slowing down the entire AI market. For reference 100k H100 GPUs can burn close to $6M/day sitting idle due to memory-bandwidth. $ASML can play a significant role in solving this. Heres how: During 20182022 transformer model size grew XXX every X years while memory per accelerator grew only about X every X years. This has pushed the entire industry into a memory wall. In simple terms the chips are processing much quicker than" [X Link](https://x.com/rebound_capital/status/1978578181499351444) [@rebound_capital](/creator/x/rebound_capital) 2025-10-15T21:46Z 1050 followers, 2810 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"Here's the quiet part loud from $ASML's earnings. Memory is quickly becoming a big part of their sales. Why Because hardware Memory bandwidth is becoming the choke point slowing down the entire AI market. For reference 100k H100 GPUs can burn close to $6M/day sitting idle due to memory-bandwidth. $ASML can play a significant role in solving this. Heres how: During 20182022 transformer model size grew XXX every X years while memory per accelerator grew only about X every X years. This has pushed the entire industry into a memory wall. In simple terms the chips are processing much quicker than"
X Link @rebound_capital 2025-10-15T21:46Z 1050 followers, 2810 engagements
/topic/$6mday/posts