Gavin Baker on AI Compute: SRAM Accelerators Offer Unbeatable ROI, Disaggregation is Key
IanAndrewsDC · x · 2026-08-06
Investor Gavin Baker dives into current AI market dynamics on a podcast, highlighting that the ROI of adding SRAM accelerators is unbeatable, particularly for feed-forward networks.
He emphasizes that because workloads constantly change, perfectly balancing the ratio of compute to HBM, RAM, and SRAM on a single chip is nearly impossible. Disaggregating hardware into these three distinct parts is becoming an essential trend to handle dynamic demands.
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