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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...

28,768 görüntüleme • 6 gün önce •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

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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!

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Announcing a new Coursera course: Retrieval Augmented Generation (RAG) You'll learn to build high performance, production-ready RAG systems in this hands-on, in-depth course created by and taught by , experienced AI and ML engineer, researcher, and educator. RAG is a critical component today of many LLM-based applications in customer support, internal company Q&A systems, even many of the leading chatbots that use web search to answer your questions. This course teaches you in-depth how to make RAG work well. LLMs can produce generic or outdated responses, especially when asked specialized questions not covered in its training data. RAG is the most widely used technique for addressing this. It brings in data from new data sources, such as internal documents or recent news, to give the LLM the relevant context to private, recent, or specialized information. This lets it generate more grounded and accurate responses. In this course, you’ll learn to design and implement every part of a RAG system, from retrievers to vector databases to generation to evals. You’ll learn about the fundamental principles behind RAG and how to optimize it at both the component and whole-system levels. As AI evolves, RAG is evolving too. New models can handle longer context windows, reason more effectively, and can be parts of complex agentic workflows. One exciting growth area is Agentic RAG, in which an AI agent at runtime (rather than it being hardcoded at development time) autonomously decides what data to retrieve, and when/how to go deeper. Even with this evolution, access to high-quality data at runtime is essential, which is why RAG is a key part of so many applications. You'll learn via hands-on experiences to: - Build a RAG system with retrieval and prompt augmentation - Compare retrieval methods like BM25, semantic search, and Reciprocal Rank Fusion - Chunk, index, and retrieve documents using a Weaviate vector database and a news dataset - Develop a chatbot, using open-source LLMs hosted by Together AI, for a fictional store that answers product and FAQ questions - Use evals to drive improving reliability, and incorporate multi-modal data RAG is an important foundational technique. Become good at it through this course! Please sign up here:

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