“A lot of people want local inference. And somehow, they assume that the problem is solved now because we are going to have open-source models, we’re going to be able to run them on our computers, and so we’re not going to need all the stuff in the data center.
But from a global allocation perspective, actually, it’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAM sitting in their own computer and being used five percent of the time.
You want…
