Hardware · Aug 25
d-Matrix's Raptor 3D-DRAM Accelerator at Hot Chips 2026 Shows AI Inference Is a Memory Movement Problem
Raptor is a useful teardown lens for why generative inference hardware is being designed around data locality, not just math units.
- Treat AI inference as a memory movement problem before comparing compute claims.
- Watch KV cache growth, because long context and batch size can dominate serving hardware needs.
- Evaluate 3D-stacked designs by bandwidth, power, resilience, and thermal behavior under real workloads.