In an AI factory, high bandwidth memory (HBM)is the fastest, most expensive, and most contested memory tier. Every byte spent on a redundant weight copy, an...

In an AI factory, high bandwidth memory (HBM)is the fastest, most expensive, and most contested memory tier. Every byte spent on a redundant weight copy, an idle session’s KV cache, or a recomputed prefix is a byte that is not being used to produce tokens. The question is no longer how much memory a GPU has, but how much useful work each byte delivers. The generational data in Figure 1 below…

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