AI is eating storage now, not just compute.
NVIDIA's Vera Rubin ramp is squeezing TLC NAND supply so hard that 512Gb spot prices jumped back to $21 after slumping in June.
Rubin's new Context Memory layer packs up to 600TB of flash per 2U server just to hold the KV cache.
Compute and storage are the same bottleneck, and BHK Cloud has both.
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Storage at $2.49/TB.
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Originally posted on Facebook