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Ghostty is getting automatic scrollback compression, resulting in 70 to 90% less physical memory usage. It happens incrementally when idle, so it had no measurable effect on IO throughput. I'm not aware of any other mainstream terminal that does this. Demo video below! The gains let us increase the...

149,042 views • 3 days ago •via X (Twitter)

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The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

Fireside Alpha

38,370 views • 13 days ago

Micron is going to $4,000 and once you understand what inference actually is, the number stops sounding crazy (Save this). Dylan Patel just said that by 2030, OpenAI and Anthropic alone will need over 100 gigawatts of compute combined and by 2040, we may not even be measuring AI infrastructure in gigawatts anymore. We may be talking about terawatts. Every single one of those gigawatts needs memory to function. Without it, the compute is worthless. Most people heard that and thought about Nvidia but they should be thinking about Micron. Every AI model generating a response has two phases. The first is prefill, processing your prompt which is compute-heavy and the second is decode generating each word one token at a time and that phase is almost entirely memory-bound, not compute-bound. During decode, the GPU's processing units sit idle more than 95% of the time, waiting for data to arrive from memory. Google confirmed it in a research paper that decode-phase bottlenecks are dominated by memory bandwidth and capacity not raw compute. The GPU is not the bottleneck but the memory feeding the GPU is. This matters because inference is now where all the money lives. Training a model happens once, Inference happens billions of times a day every ChatGPT response, every Claude output, every agentic workflow running in the background and every one of those token streams is a billing event tied directly to memory performance. Adding more GPUs does not fix this because GPUs are already underutilized in inference because they are sitting idle waiting on memory. Adding more memory bandwidth and capacity is what directly reduces token cost, reduces latency, and allows the same cluster to serve dramatically more users simultaneously. Longer context windows compound the problem further, a model running a 1 million token context window requires dramatically more memory per session than a 10,000 token window, and every new model generation pushes context longer. The market treats memory as a downstream beneficiary of Nvidia orders. The correct framework is the opposite, Micron is the upstream constraint on how much value every Nvidia GPU can actually generate at inference scale. Micron guided Q4 to $50 billion in revenue, has HBM4 ramping at twice the pace of the prior generation, and CEO Sanjay Mehrotra has said supply will not catch demand before the end of 2027. At 8x forward earnings on $112 projected FY2027 EPS, Micron is the most undervalued infrastructure company in the entire AI stack. Inference is memory. Memory is Micron and the inference ramp has barely started. Milk Road Pro members are already up massively on this position and we're just getting started. If you want the full breakdown of what we're buying and why, come join us for just a dollar using the link below!

Milk Road AI

128,079 views • 12 days ago

A tricky LLM interview question: You're serving a reasoning model on vLLM, and it keeps running out of GPU memory on long traces. So you add KV cache compression and evict 90% of the cached tokens. VRAM usage stays as is and GPU still runs out of memory. Why? (answer below) Evicting 90% of the KV cache can free almost none of the memory it was using. This sounds counterintuitive, but it follows directly from how production servers store the cache today. The KV cache grows with every token a model generates. Each token appends its key and value vectors across every layer, and nothing is freed while generation continues. This is the dominant memory cost for reasoning models. If a 32K-token CoT caches ~32K tokens of KV vectors, a Qwen3-32B with 4-bit weights will run out-of-memory around 24K tokens on a 24GB GPU. One obvious solution is to keep the important tokens and drop the rest, since attention is sparse enough to allow it. But this does not solve the memory problem yet. The reason is paged attention, which is the memory manager behind vLLM and most production servers. Under the hood, it splits GPU memory into fixed physical blocks, each one holds the KV for about 16 tokens. This block returns to the allocator only when every slot inside it is empty. Since the eviction logic selects tokens by importance, and such tokens are scattered across blocks... ...so despite eviction, almost every block is left with at least some survivor tokens. For instance, if the logic evicts 14k of 16k tokens across 1,000 blocks, most likely every block will still have a token. This means the allocator frees almost nothing. Placing the new tokens into those freed slots is not ideal because it breaks the cache's layout. Say token 16,001 arrives, and it's placed in the slot the 40th token used to hold. The cache now reads position 38, then 16,001, then 41, so the cache is no longer in token order. Attention can still compute the right answer from that, but only if every slot now carries a separate note recording which position it actually holds. This introduces another bookkeeping cost that an in-order layout inherently avoids. So the cache is logically 90% smaller and still physically the same size. Many compression results miss this because they measure on pre-allocated contiguous tensors rather than a paged server. There's another problem. Eviction methods pick which tokens to keep by looking at the attention scores themselves (as expected). But fast attention kernels used in production, like FlashAttention, never save those scores. They compute attention in small pieces and throw the full score grid away as they go, which is also why they're fast. So the exact signal eviction methods need isn't available in memory. The workaround is to fall back to eager attention and build the full matrix, which gives up the speed FlashAttention was there to provide. NVIDIA published a method called TriAttention to solve both these problems. It never needs attention scores. Instead, it scores tokens from the geometry of the model's key and query vectors before RoPE is applied, where those vectors sit in stable clusters. For the memory problem, it runs a compaction pass every 128 decoded tokens. The surviving tokens slide forward to close the holes eviction creates, so whole blocks empty out and return to the allocator while the cache stays in token order. On long reasoning traces, the approach matches full-attention accuracy while decoding 2.5x faster and using 10.7x less KV memory. KV cache compression is a big infrastructure problem. The number that decides whether it works is the count of freed blocks, not the count of evicted tokens. You can find the NVIDIA write-up here: I wrote a first-principles breakdown of how the KV cache works. It walks through why the model stores keys and values at all, why the cache grows with every token, and a comparison of LLM generation speed with and without KV caching. Read it below.

Avi Chawla

267,009 views • 16 days ago

The New 5-Star Memory Wish Pool [Xavier: Silvery Polyphony] is Coming Soon! "When you play it... I feel like the universe's echoes have finally found their answer." 💫Event Duration: From 5:00 AM on Dec. 18 to 4:59 AM on Dec. 28 (Server Time) 💫Limited 5-Star Memory Rate Up 1. During the event, the drop rate of the Limited 5-Star Memory [Xavier: Silvery Polyphony] will go up drastically. 2. After the event ends, this Limited 5-Star Memory will not be obtainable through other means and will not enter the permanent Wish Pool, Xspace Echo. 3. All Limited Wish Pools share one pity system. A 5-Star Memory is guaranteed within specific attempts of wishes. If the 5-Star Memory you've obtained from the Limited Wish Pool is not the event-exclusive Memory, you will obtain the event-exclusive Memory the next time you obtain a 5-Star Memory. The pity count from the last Limited Wish Pool can be applied to this Limited Wish Pool, and the pity count in this Wish Pool will also be applied to the upcoming Limited Wish Pools. *You can read more about the event on the in-game rule page. 💫Concerto Blessing: Wish Rewards During the event, after making a certain number of wishes, you can claim rewards including [Universal Facial: Glistening Tears], [Deepspace Wish: Limited*20], His General Photo Pose [Consideration], Memory Ascension materials, and more. *The cumulative wish rewards are only available during this wish event. However, the reward Photo Pose and Facial will be available in Lunar Shop after the event ends. 🎁New Packs During the event, the new [Concerto Pack] and [Silvery Cascade Gift] series will be available for purchase, including [Deepspace Wish: Limited], all at special prices. Both [Deepspace Wish] and [Deepspace Wish: Limited] can be used for the Limited 5-Star Memory wishes, with [Deepspace Wish: Limited] being prioritized for use. *After the event ends, [Deepspace Wish: Limited] will automatically convert to Empyrean Wishes. #LoveandDeepspace #Xavier

Love and Deepspace

392,707 views • 1 year ago

New short course: LLMs as Operating Systems: Agent Memory, created with Letta, and taught by its founders Charles Packer and Sarah Wooders. An LLM's input context window has limited space. Using a longer input context also costs more and results in slower processing. So, managing what's stored in this context window is important. In the innovative paper MemGPT: Towards LLMs as Operating Systems, its authors (which include the instructors) proposed using an LLM agent to manage this context window. Their system uses a large persistent memory that stores everything that could be included in the input context, and an agent decides what is actually included. Take the example of building a chatbot that needs to remember what's been said earlier in a conversation (perhaps over many days of interaction with a user). As the conversation's length grows, the memory management agent will move information from the input context to a persistent searchable database; summarize information to keep relevant facts in the input context; and restore relevant conversation elements from further back in time. This allows a chatbot to keep what's currently most relevant in its input context memory to generate the next response. When I read the original MemGPT paper, I thought it was an innovative technique for handling memory for LLMs. The open-source Letta framework, which we'll use in this course, makes MemGPT easy to implement. It adds memory to your LLM agents and gives them transparent long-term memory. In detail, you’ll learn: - How to build an agent that can edit its own limited input context memory, using tools and multi-step reasoning - What is a memory hierarchy (an idea from computer operating systems, which use a cache to speed up memory access), and how these ideas apply to managing the LLM input context (where the input context window is a "cache" storing the most relevant information; and an agent decides what to move in and out of this to/from a larger persistent storage system) - How to implement multi-agent collaboration by letting different agents share blocks of memory This course will give you a sophisticated understanding of memory management for LLMs, which is important for chatbots having long conversations, and for complex agentic workflows. Please sign up here!

Andrew Ng

200,752 views • 1 year ago

Love and Deepspace | The New 5-Star Memory Limited Wish Pool [Caleb: Indulgent Scheme] is Coming Soon! "You know, you used to say thank you before every meal. What about now?" 💫Event Duration: From 05:00 on Dec. 18 to 04:59 on Dec. 27 (Server Time) 💫Limited 5-Star Memory Rate Up 1. During the event, the drop rate of the limited 5-Star Memory [Caleb: Indulgent Scheme] will go up drastically. 2. After the event ends, this limited 5-Star Memory will not be obtainable through other means and will not enter the permanent Wish Pool: Xspace Echo. 3. All Limited Wish Pools share one pity system. A 5-Star Memory is guaranteed within a specific number of Wishes. If the 5-Star Memory you have obtained from the Limited Wish Pool is not the event-limited Memory, you will obtain the event-limited Memory the next time you obtain a 5-Star Memory. The pity count from the last Limited Wish Pool can be applied to this Limited Wish Pool, and pity count from this Wish Pool will also be applied to the upcoming Limited Wish Pool. *You can read more about the event on the in-game rule page. 💫Freshmorn Blessing: Wish Rewards During the event, after making a certain number of Wishes, you can claim various rewards, including Universal Decal [Marked by Love], [Deepspace Wish: Limited*20], General Photo Pose [The Calmnest], Memory Ascension Materials, etc. *The cumulative wish rewards are only available during this wish event. However, the reward Photo Pose and Hat will be available in Lunar Shop after the event ends. 🎁New Packs During the event, the new [Loveswoon Pack] and [Morningfeast Pack] series, which include [Deepspace Wish: Limited] and other materials, will be available in Shop. Both [Deepspace Wish] and [Deepspace Wish: Limited] can be used for the Limited 5-Star Memory wishes, with [Deepspace Wish: Limited] being prioritized for use. *After the event ends, [Deepspace Wish: Limited] will automatically convert to Empyrean Wishes. ——— 🪐Official Discord: #LoveandDeepspace #Caleb

Love and Deepspace

494,283 views • 6 months ago

Love and Deepspace | The New 5-Star Memory Wish Pool [Zayne: Everlasting Wish] is Coming Soon! "You'll know when my wish comes true." 💫Event Duration From 5:00 AM on Mar. 9 to 4:59 AM on Mar. 18 (server time) 💫Limited 5-Star Memory Rate Up 1. During the event, the drop rate of the Limited 5-Star Memory [Zayne: Everlasting Wish] will go up drastically. 2. After the event ends, this Limited 5-Star Memory will not be obtainable through other means and will not enter the permanent Wish Pool: Xspace Echo. 3. All Limited Wish Pools share one pity system. A 5-Star Memory is guaranteed within specific attempts of wishes. If the 5-Star Memory you've obtained from the Limited Wish Pool is not the event-exclusive Memory, you will obtain the event-exclusive Memory the next time you obtain a 5-Star Memory. The pity count from the last Limited Wish Pool can be applied to this Limited Wish Pool, and the pity count in this Wish Pool will also be applied to the upcoming Limited Wish Pools. *You can read more about the event on the in-game rule page. 💫Eternal Blessing: Wish Rewards During the event, after making a certain number of wishes, you can claim rewards including [Universal Headwear: Dynamic Hairband], [Deepspace Wish: Limited*20], General Photo Pose [Warm Embrace], Memory Ascension Materials, and more. *The cumulative wish rewards are only available during this wish event. However, the reward Photo Pose and Headwear will be available in Lunar Shop after the event ends. 🎁New Packs During the event, the new [Dazzling Pack] and [Twilight Pack] series, which include [Deepspace Wish: Limited], will be available for purchase, all at special prices. Both [Deepspace Wish] and [Deepspace Wish: Limited] can be used for the Limited 5-Star Memory wishes, with [Deepspace Wish: Limited] being prioritized for use. *After the event ends, [Deepspace Wish: Limited] will automatically convert to Empyrean Wishes. #LoveandDeepspace #Zayne

Love and Deepspace

507,837 views • 1 year ago