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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:
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