Theme 1 – Cost vs. Performance: Using cheap NAND flash instead of expensive HBM
“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.” – xnx
Theme 2 – Leveraging deterministic, sequential access patterns for inference
“Unlike game rendering, model inference can have a deterministic memory access pattern. You don’t need ‘random access memory’ at all for model weights, and you could tolerate cold‑start latencies in the multiple milliseconds, as long as continuous reads were delivered at the necessary bandwidth.” – xnx
Theme 3 – Architectural trade‑offs: scratchpad/RAM emulation, hybrid systems, and training limits
“A split memory system consisting of some channels of flash and some channels of HBM will probably be suboptimal compared to a uniform memory, but it could be much cheaper, and allow much larger models to be run… Replacing low‑latency HBM with massively parallel cheap(er) DRAM at high latency might still be a worthwhile cost savings.” – xnx
“With the stream‑to‑scratch interface, code has to be completely rewritten before it works at all, while the RAM‑emulation interface will start off just extremely slow, and you can incrementally sort out the changes for full performance.” – xnx