Now that model inference at scale is a thing though? Model weights, cached prefixes? There's a considerable demand for "slow writes, fast high bandwidth reads" memory. And every bit of storage you didn't have to use RAM for you can use for fatter KV cache instead.
I'm curious about how the unifying architecture is going to evolve between CPU/GPU having direct access to a singular pool of memory/storage also.
I also keep wondering when memristor technology might enter the ring, because as I understand it, it would be like moving compute into the memory, which would potentially remove the need to move the data in and out of storage as much also.
It feels like computing hardware infrastructure is fundamentally evolving.
Although they'll be able to do the usual thing, and "recycle" the bad dies by selling them off to be used in normal flash drives and SD cards.
Also the selling point was latency, but I suspect we’ll see bandwidth being the important metric with AI using deep pipelines to stream in the weights in a latency insensitive manner.
The low capacity of HBM isn't really a mistake. It's a design decision to keep the bandwidth to capacity ratio high. HBM systems with 96GB of memory tend to have around 3.5 TB/s which is a ratio of 35:1, meaning your theoretical maximum is 35 tokens of inference per second assuming you use the full storage just for parameters.
If you massively increase the capacity but keep the bandwidth the same, you just end up lowering this ratio. Your system is overall smaller, but it also has less performance.
This makes High-Bandwidth Flash an extremely niche product or the equivalent of industrially processing lampante olive oil and mixing into high quality olive oil. E.g you're spending an extreme amount of effort on making a worse product that is only marginally cheaper in absolute terms, but more expensive in terms of price to performance ratio.
Imagine you are immensely intelligent beings who project into our space-time Continuum as mice. You need a lot of memory and processing but you don't need it quick. What do you do?
(With apologies to Douglas Adams)