HBM is the expensive fast memory that's in short supply and driving the whole AI hardware trade right now. Last week SK Hynix and SanDisk dropped a standard for a new thing called High Bandwidth Flash that basically slots in underneath it, almost as fast but with way more capacity for cheaper. Google's already on board. It's built for AI inference, not training. training is the one-time cost of building the model; inference is every time someone actually uses it, which is forever. It feels like
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