Yes, MU is not Nvidia.
But going forward, it may become even more important than Nvidia.
Think about it. Inference is now directly tied to money. But inference does not get better simply by adding more Nvidia GPUs. In fact, GPUs are often underutilized in inference, sitting idle due to memory bottlenecks.
For inference, adding more memory is far more valuable.
Ultimately, the ROI of inference depends less on GPUs and more on memory. So why are people still looking at Micron through Nvidia’s framework?
Think bigger.
Inference is memory.
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