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Ben Pouladian is an AI technologist and investor who merges innovation with scalable business solutions.
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Jan 2026 — Jul 2026
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The bandwidth tax
newsletter.bepresearch.comcautiousJul 10, 2026
“Co-author analyzing HBM and memory infrastructure bandwidth tax and value migration patterns in AI chips.”
The Memory Wars: Why AI's Future Depends on 16-Hi HBM
XanalysiscautiousJan 1, 2026
NVIDIA's aggressive push for 16-Hi HBM production by Q4 2026 represents a critical infrastructure bottleneck that will determine AI's future, as solving memory bandwidth constraints enables dramatically more capable AI systems.
“Reported on NVIDIA's request for 16-Hi HBM deliveries from Samsung, SK Hynix, and Micron by Q4 2026.”
AI Chips/HardwareAI InfrastructureLLMsFoundation Models