flash memory

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 25, 2026 by Neil Movva · across every show →

Everything said about flash memory, oldest first

Aug 25, 2026 positive
Disclosure
Movva: Sail's Custom Chip Strategy Sidesteps HBM by Offloading to Flash
“When I talk about building custom chips, and they ask me, oh, so what's different? Basically, it's about sidestepping the HBM shortage and focusing on More extreme offload to other forms of memory, such as flash.”
Neil Movva Aug 25, 2026 ▶ 1:14:23 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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