Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
加入 April 2009
1.3K 正在關注 25.2K 粉絲
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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