3d Xpoint

Here’s a minute-long interview (on an elevator) with the CEO of Intel. Cute…plus he mentions 3d Xpoint as a huge deal: https://youtu.be/KulFBXrkV-M

I remember people mentioning 3d Xpoint regarding Micron. Apparently Intel is working on it too. Is it a threat to Nvidia? Calling all tech-savvy board members!

Bear
a chip novice

It is a joint venture between Intel and Micron…going back years

https://www.forbes.com/sites/davealtavilla/2015/07/28/intel-…

Mike

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Micron/Intel joint venture.

It’s unclear really how successful or a how much a game changer it’s going to be. It’s expensive (obviously not reached economies of scale just yet). It’s not as good as current SSDs. However, it’s early days and early-day SSDs were also very very small. If this tech came out 5 years ago, maybe I’d be a little bit more enthusiastic it could gain traction in the market.

From what I remember, it’s Micron’s Automata Processor that is the game-changer that could take on a niche that CPUs and GPUs (i.e. nvidias) aren’t designed for.

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I don’t see this as a threat to Nvidia as much as a technology that they could eventually use in its own products, just like many computers replaced conventional disk drives with SSD’s.

3D Xpoint is a memory technology that’s not quite as persistent as flash, with a cost in between flash and volatile memory. It’s also about as fast as DDR2 RAM, which is a lot faster than flash.

http://www.tomshardware.com/reviews/3d-xpoint-guide,4747.htm…

It’s expensive (obviously not reached economies of scale just yet). It’s not as good as current SSDs. However, it’s early days and early-day SSDs were also very very small. If this tech came out 5 years ago, maybe I’d be a little bit more enthusiastic it could gain traction in the market.

Thanks, Billy. I think I’m just meant to stay away from hardware. Not only is it non-recurring revenue, but it’s very dependent on what succeeds, what fails, what better comes along, etc.

Bear