Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
가입 April 2009
1.3K 팔로잉 중 25.2K 팬
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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