“Flash memory gets a new multi-billion dollar market as AI inference moves to NAND, cutting memory costs 100x. Carmack's architecture case: inference is sequential reads, exactly what NAND does cheaply and well.”
“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.