Bubble boi reveals an alpha leak, that the main customers for high-bandwidth flash are Chinese buyers locked out of high-end HBM "So the kind of customer for HBF is who? It's people who can't get HBM, in my view. That's kind of where I see it at the end of the day. Maybe there's a case to be made that you can use it for local inference, but in a data center product, it's hard to say right now." "I'll give you an alpha leak, just because you had me on the podcast. I've heard from like two or three people at this point that the main customers for HBF are Chinese, and they're very interested in this." "And it makes a lot of sense, given everything I just said, because if you don't have access to this high-end HBM and you can't make it, you actually can't make accelerators as much." "So you might be able to sacrifice, you're willing to get a substandard product if it's as good as an H100 or a B200. It's not going to be on the leading edge. And if you can get it a bit cheaper, there's a use case for it." "I think HBF is something where it's very early right now. We have to figure out how to standardize it, but also just the use case is very up in the air at the moment."