Wall St Engine(@wallstengine):SanDisk $SNDK says HBF could materially reduce GPU requirements for AI inference. 8x capex efficiency 1 HBF GPU ran the same model that required 8 HBM GPUs. 2x GPU efficiency 4 HBF GPUs matched the token output of 8 HBM GPUs. Based on internal testing.

Wall St Engine

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Wall St Engine@wallstengine

2026.08.13 15:25

SanDisk $SNDK says HBF could materially reduce GPU requirements for AI inference. 8x capex efficiency 1 HBF GPU ran the same model that required 8 HBM GPUs. 2x GPU efficiency 4 HBF GPUs matched the token output of 8 HBM GPUs. Based on internal testing.