More GPU capacity does not fix a data pipeline that starves the model.
Hot Chips 2026 put the memory tradeoff in plain sight.
High Bandwidth Flash can add huge capacity for relatively cold AI data, but lower bandwidth means it will not replace HBM for every workload.
That is the real infrastructure decision: put fast data where speed matters, put large data where capacity matters, and stop paying premium compute prices for the wrong tier.
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Originally posted on linkedin_personal