SanDisk KV Cache TAM Estimate Questioned: May Be Inflated by 2x-4x
zephyr_z9 · x · 2026-08-14
X user zephyrz9 quotes phithetasigma's tweet questioning SanDisk's KV cache TAM estimate at investor day, suggesting it may be based on BF/FP16, so actual market could be half or even a quarter. phithetasigma planned a long essay to call out SanDisk's marketing BS but got distracted. zephyrz9 hopes SanDisk clarifies.
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