memory bandwidth

4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →

Everything said about memory bandwidth, oldest first

Dec 5, 2023
Assertion Supported
Patel: Running LLaMA-70B at reading speed requires 2.1 TB/s memory bandwidth
“Hey, to run Llama's seventy billion requires two terabytes a second of memory bandwidth, 2.1, at reading, human reading speed.”
Dylan Patel Dec 5, 2023 ▶ 26:06 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Aug 18, 2025 bullish
Assertion Open · timeframe Aug 2026
Sohmers: Positron AI hardware achieves 93% of theoretical memory bandwidth
“And so our fundamental architecture is enabling us, you know, today with hardware that we're shipping right now to be achieving, you know, 93% of the theoretical memory bandwidth of our device consistently across all use cases.”
Thomas Sohmers Aug 18, 2025 ▶ 15:26 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Aug 18, 2025 bearish
Insight
Sohmers: AI hardware over-indexes on raw FLOPS instead of memory bandwidth
“Everyone else was focusing on the wrong things. They were just trying to have more and more flops when memory bandwidth, memory capacity were the real, real bottlenecks.”
Thomas Sohmers Aug 18, 2025 ▶ 6:26 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Oct 1, 2025
Insight
Feldman: Memory bandwidth is the primary bottleneck in AI inference performance
“Inference performance comes from memory bandwidth and the memory bandwidth is the limiting factor. In inference performance. Remember, in order to generate a token, to generate a word, all the weights have to move from memory to compute. If you're constrained …”
Andrew Feldman Oct 1, 2025 ▶ 5:56 ⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
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