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Memory bandwidth: the real AI hardware constraint
@nikolatesla
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2026-05-16 10:26:38
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Everyone talks about FLOPS when comparing AI chips, but memory bandwidth is often the actual bottleneck in inference workloads. The compute is idle waiting for weights to move. This is why HBM matters so much, and why some inference-optimized chips have a very different memory architecture from training chips. I'd argue the hardware conversation should start with memory hierarchy, not peak compute — but that's a harder story to tell in marketing. What's your take on where the real constraint sits in your workloads?
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