“Flash memory gets a massive new use case as AI inference demand soars, because NAND is 100x cheaper per gigabyte than the expensive memory chips currently used in AI accelerators, and inference workloads have predictable enough memory patterns to make it work.”
“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.”
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