A deep dive into Penguin’s CXL memory infrastructure thesis, the real role of photonics, and why inference is becoming memory-bound.
Great explanation. Truly enjoyed reading it.
Thank you Jim!
Would SK Telecom partnership also imply connection with Anthropic?
Inditectly, yes!
That’s a very good question! SK hynix already has a relationship with Penguin, so an acquisition could make sense
Wouldn’t Penguin with the bottleneck they are solving, super sexy for acquisition by any of the IDM?
This way the IDM can offer not just a hardware
but a vertically integrated stack that brings efficiency
Great explanation. Truly enjoyed reading it.
Thank you Jim!
Would SK Telecom partnership also imply connection with Anthropic?
Inditectly, yes!
That’s a very good question! SK hynix already has a relationship with Penguin, so an acquisition could make sense
Wouldn’t Penguin with the bottleneck they are solving, super sexy for acquisition by any of the IDM?
This way the IDM can offer not just a hardware
but a vertically integrated stack that brings efficiency