$SNDK CEO David Goeckeler says inference is a memory-bound problem and HBF could break through some bottlenecks, so it's an enormous opportunity as inference scales, which they'll talk more at their analyst day next week. "Look, there's a ton of innovation going on right now in inference memory architectures, which we think is fantastic, very healthy." "There's a lot of different ideas. We're going to dive into this a little deeper next week at our analyst day…" "But yes, all these are opportunities for us. We think especially inference is a memory-bound problem. Storage is extraordinarily important to the equation." "We showed some stuff in our FMS keynote just a couple of hours ago about how, when you use HBF, we simulate performance and maybe break through some bottlenecks…" "As we scale inference, we think it provides an enormous opportunity. The way we're thinking about this is staying very close to our customers, because they're going to be the ones that define what the architecture is in the future."