News
Short write-ups of new developments, in our own words, with sources and an as-of date. Facts are checked against the sources; interpretation is labelled separately.
Today in 3 lines
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Nvidia Explains NVFP4 and KV Cache Tiering as Responses to Memory Shortage (blogs.nvidia.com)
On November 5, Nvidia said in an official blog post that memory supply remains tight and prices are rising, and described NVFP4 checkpoints and KV cache tiering as its responses. The figures are Nvidia's own claims.
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SK hynix Q3 Revenue at 104.6 Trillion Won, Demand Expected to Outpace Supply Through 2030 (news.skhynix.com)
SK hynix announced on October 28 its Q3 revenue of 104.6155 trillion won and operating profit of 83.3338 trillion won. It expects demand to keep exceeding supply through 2030, and more than half of its production capacity for 2027 and 2028 is already under long-term contracts.