Kioxia has nothing to lose, so it wants to swap expensive DDR for the world's fastest SSD ever built to save the world from AI RAMpocalypse
THE SO WHAT
If faster NAND and CXL can offload some DRAM pressure, AI memory architecture becomes a three-way trade between bandwidth, latency, and $/GB instead of a pure DRAM arms race. Infra teams should start modeling tiers where CXL-attached SSD and pooled memory handle context and KV caches, with scarce DDR reserved for true hot paths.
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