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Digitimes October 7, 2026 By Lily Hess neutral

DIGITIMES Insight: HBM expansion raises the bar for memory offload

AI / LLMNVIDIA / GPUMemorySupply ChainRegulation
The boundary for adopting external capacity is changing, as workloads that previously needed memory offload because of insufficient high-bandwidth memory (HBM) can now run directly on next-generation GPUs. As a result, demand for external capacity is shifting toward scenarios with higher memory requirements and deployments designed to extend the usable life of existing GPUs.
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