“NAND flash is taking over AI inference memory as the 100x cost advantage over HBM becomes impossible to ignore. Carmack's case that model weights only need sequential reads aligns exactly with NAND's strengths, and the market is already acting on it: SanDisk, the only pure-play NAND flash company, reported a 251% revenue surge and data centers are projected to surpass mobile as NAND's biggest market in 2026.”
“NAND flash is over 100 times cheaper per GB than HBM, so there should be opportunity there, even after giving a flash controller a 1024 bit interface with HBM bandwidth.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.