4 sources healthy · latest episode 9 Nov 2026
descriptive claim

At data-center scale and across thousands of users, inference economics largely reduce to the cost per gigabyte of the memory employed.

Unresolved speaker · Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile · 2 Oct 2026

In their words

The transcript segments this claim was taken from

“of particular ineffable property which is incredibly high bandwidth to memory so we can load the weights we can load this state you know many thousands of times per second but also have like economical memory because when you look at what it looks like to run inference at data center scale for thousands of users the economics actually collapse down to essentially a kind of cost per gigabyte of the memory that you're employing”
“we're implying.”
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