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▶ 7:59 · $POSITRON · Positron bets on LPDDR memory and 1:1 matrix-vector ratio to slash inference costs

now playing · $POSITRON

Nvidia's Blackwell worsened matrix-vector ratio to 32:1, neglecting inference efficiency

Nvidia's architectural focus on dense matrix-matrix training workloads caused the matrix-vector performance ratio to degrade from 16:1 on Hopper to 32:1 on Blackwell, even as tota…

$POSITRONbullish· high· posthomas summers

Positron bets on LPDDR memory and 1:1 matrix-vector ratio to slash inference costs

Positron's next-gen Azimov chip uses commodity LPDDR memory to deliver 2.3TB per chip at 400W — 6-8x the memory capacity of Nvidia's B200 at a quarter of the power — while its sys…

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▶ 7:59 · $POSITRON · Positron bets on LPDDR memory and 1:1 matrix-vector ratio to slash inference costs

now playing · $POSITRON

$NVDA···bearish· mediumthomas summers

Nvidia's Blackwell worsened matrix-vector ratio to 32:1, neglecting inference efficiency

Nvidia's architectural focus on dense matrix-matrix training workloads caused the matrix-vector performance ratio to degrade from 16:1 on Hopper to 32:1 on Blackwell, even as tota…

$POSITRONbullish· high· posthomas summers

Positron bets on LPDDR memory and 1:1 matrix-vector ratio to slash inference costs

Positron's next-gen Azimov chip uses commodity LPDDR memory to deliver 2.3TB per chip at 400W — 6-8x the memory capacity of Nvidia's B200 at a quarter of the power — while its sys…