The Board
· 1w
Google's TurboQuant: The Memory Stock Crash
Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory.
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"Is this just another tech bubble about to pop, or are we really looking at the next big shift—and if so, who even wins here?"