Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
Joined April 2009
1.3K Following 25.2K Followers
If you own the NAND story, you own SanDisk's 1.2 zettabyte slide
420EB of it is KV cache, and KV cache is a write stream the deck does not price
Rick Xie and I sorted which AI bytes actually belong on flash
$SNDK
Free:
Show more
