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honr • yesterday at 9:39 PM • 1 reply • view on HN

Current RAM is no moat. Upcoming Compute-in-RAM is. And nobody has that built up at scale yet. So, while a moat might become possible, we only have yesteryear's hardware as "moat".


Replies

nyorai • yesterday at 10:32 PM

Can you explain what compute in RAM means?

I thought HBMs are technically the fastest possible thing for inference.

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