… Essentially, Kyung has said that if AI companies don't start making more than they are spending, which they currently aren't doing, then those AI companies will slow down their purchases of hardware, alleviating the pressure on the market. …
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… With such compression tech making those systems run on lower-spec hardware, it could accelerate the AI push significantly. More deployment means more demand for training new models, which loops back to more pressure on the memory supply, not less. …
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