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Microsoft ran its graph system against vector RAG on 8k, 120k, and a full million token context window, and the million token giant lost Jonathan Larson from Microsoft Research put up the numbers → LazyGraphRAG won 92, 90, and 91 percent of data-local questions, the exact place plain RAG...

29,189 views • 2 months ago •via X (Twitter)

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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

130,756 views • 3 months 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

201,127 views • 1 year ago

Qwen3.8-Flash-Next is still going strong at 364.7K tokens of context on an M5 Max. And this isn’t just a static long-context test. The model was reasoning about how to speed up its own workflow while using tools, and the tool calls kept working without misses. Setup: • Qwen3.8-Flash-Next • M5 Max • 128GB unified memory • MLX-Serve PR #363 • OpenCode 2 • 364.7K context The interesting part isn’t simply getting hundreds of thousands of tokens into memory. It’s what happens once the context gets this large. Long-context inference usually comes with a painful tradeoff. As the KV cache grows, memory pressure increases and generation can slow down. But this setup is still pushing through 364K tokens while maintaining a usable agent workflow. The model can reason, call tools, inspect results, continue working, and keep the session moving. And the tool calls reportedly haven’t missed so far. That’s important for agentic coding. A huge context window is only useful if the model can actually operate reliably inside it. A 400K-token context that constantly breaks tool calls isn’t very useful. A 364K session that can keep reasoning and executing tools is a different story. And the test isn’t finished yet. The current run is approaching 400K tokens, with the expectation that it can keep going. This is also another interesting example of why Apple Silicon keeps showing up in local LLM experiments. The M5 Max’s unified memory gives a large model and its growing KV cache access to one shared memory pool. With MLX-Serve continuing to improve, these machines are becoming surprisingly capable long-context inference boxes. The bigger takeaway: Context length is becoming a workload, not just a model specification. Running a model at 256K is one thing. Keeping an agent alive at 300K+ while it reasons and uses tools is much more interesting. And Qwen3.8-Flash-Next is showing that this can be pushed surprisingly far on a single 128GB Mac. 364.7K and counting. Next stop: 400K.

FHILY👑

39,982 views • 1 month ago