4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Customers care about chip generation, in part because of technologies such as HBM and larger NVLink domains.

Evan Conrad · The Programmable Data Center — Evan Conrad, SF Compute · 20 Oct 2026

In their words

The transcript segments this claim was taken from

“Uh yes, I think people totally care about the generation of chips. Um uh I think part of this is because of things like B_R_a_M_ um and part of this is because of like um uh larger N_D_ link domains”
“uh and things like that.”
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