Micron Technology has begun shipping 36GB 12-high stack HBM4 (High Bandwidth Memory) samples to key customers, reportedly including Nvidia, marking an advancement in next-generation memory technology. The HBM4 samples feature a 2048-bit interface and 2TB/s bandwidth, positioning Micron ahead of Samsung Electronics but about three months behind market leader SK Hynix in the HBM4 race. Nvidia has selected Micron as the first supplier for its next-generation SOCAMM memory chips, with Samsung and SK Hynix still awaiting certification. Concurrently, Supermicro has unveiled the industry's broadest enterprise AI solution portfolio designed for Nvidia's Blackwell architecture, aimed at accelerating AI factory deployments in the European market. This portfolio includes over 30 systems built around Nvidia HGX B200, GB200 NVL72, and RTX PRO 6000 platforms, featuring both liquid-cooled and air-cooled GPU solutions optimized with AMD Instinct MI350 series GPUs. Micron’s HBM3E 36GB 12-high memory is integrated into the upcoming AMD Instinct MI350 series solutions. Meanwhile, cloud computing startup Crusoe, operating under the name 'Neocloud,' plans to purchase approximately $400 million worth of AMD AI chips for its US data center, expected to come online by fall. Additionally, DigitalOcean and AMD have partnered to enhance AI capabilities with cloud-based GPUs, and Vultr is optimizing AI workloads using AMD Instinct MI355X architecture.