SanDisk Takes ‘Finance Bros’ For A Ride: Cherry-Picks BF16 Quantization And Outdated HBM Specs, While Completely Glossing Over HBF’s Write Endurance Issues
SanDisk held an Investor Day presentation earlier this week. Ordinarily, that would be considered par for the course. However, then some of the presentation slides - laden with supposed inaccuracies and key omissions - started doing the rounds on the social media, leading to a backlash from the tech-savvy community. SanDisk fixes HBM capacity per GPU at 192GB, replete with a chronically understated bandwidth of 12.8 TB/s, and omits any pointers on HBF's write endurance An AI model basically consists of a series of transformer blocks that are made up of two key elements: Currently, both the…
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