Memory has grown to nearly two-thirds of AI chip component costs
THE SO WHAT
When memory is ~⅔ of AI chip component cost, the constraint is bandwidth and locality, not raw FLOPs. If you’re budgeting AI infra or model work, prioritize architectures and workloads that are memory-efficient — KV cache tricks, sparsity, and smaller context — or your unit economics will get crushed at the DIMM, not the GPU.
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