Startup swaps costly AI GPUs for Arm cores and up to 128TB of 'cheap' LPDDR6 RAM instead of expensive HBM to smash through the memory wall
THE SO WHAT
If Majestic Labs can make Arm + 128TB LPDDR6 viable for inference, the constraint shifts from flops to memory bandwidth and data locality—good enough compute with huge cheap memory is a different design space than GPU + HBM. For operators, this is an early signal to segment workloads by memory footprint and tolerance for latency rather than defaulting everything to GPU clusters.
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