Kimi’s linear-attention memory trick may not be a bullish or bearish DRAM thesis

toptickcrypto · x · 2026-07-25

The post argues that selling memory stocks just because frontier models adopt better memory management is a weak thesis.
It says major labs likely already use memory techniques more efficient than the one discussed for Kimi, and that frontiers are unlikely to create a simple “less DRAM demand” story.
The quoted thread claims Kimi uses linear attention to keep memory growth fixed, and suggests Qwen has used similar ideas, implying the economics of serving more users may not collapse memory demand the way some bears expect.

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