Nvidia paid $20 billion for SRAM decode - AMD just partnered for it instead
THE SO WHAT
AMD and Cerebras claiming 5x higher tokens-per-watt via disaggregated inference is a direct shot at Nvidia’s tightly integrated, $20B SRAM-heavy approach—efficiency is becoming a strategic wedge, not just a benchmark slide. If you’re planning multi-year AI infra, you now have to model not just GPU supply but architectural diversity and power economics.
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