Samsung and SK Hynix Stocks Plunge Following Google’s TurboQuant AI Memory Tech Reveal – Parameter
Samsung and SK Hynix Stocks Plunge Following Google’s TurboQuant AI Memory Tech Reveal
Posted by FrankMartinTransport
Samsung and SK Hynix Stocks Plunge Following Google’s TurboQuant AI Memory Tech Reveal – Parameter
Samsung and SK Hynix Stocks Plunge Following Google’s TurboQuant AI Memory Tech Reveal
Posted by FrankMartinTransport
9 Comments
Google is plunging too lol
Oh shit, maybe ram prices might actually come back down to sanity.
Hahaha fuck em (my Micron option has plunged)
Except everything is plunging.
So we get lower memory prices faster than in 2028?
Seagate and Western Digital are actually the biggest losers from the news.
Nothing burger. Everything is down. This will make RAM needed more, just like what happened with chips. The only real thing to consider is MU gets most of its helium from the US, while Samsung and SK get most of theirs from Qatar.
The kv cache is maybe 50-60%% of memory in datacenters so a 6x improvement would realistically be more like a 2x overall memory efficiency improvement. Good but with the immense shortage and demand I’m honestly not sure it moves the needle that much. Plus implementation delays plus let’s see if the proposed efficiencies are actually as advertised.
This literally won’t affect memory demand, it will just lead to faster scaling up. This is more on side of AI model efficiency improvement and less on memory tech improvement. It even says in the article: technologies designed to reduce memory consumption typically expand overall demand rather than diminish it
Such a nothing burger, journalists these days just want to grasp at straws to make connections like that guy in the meme