Huawei's HiZQ is real HBM; DeepSeek's designs all target bandwidth, not storage
zephyr_z9 · x · 2026-09-22
A technical thread notes that Huawei's HiZQ is genuine HBM (their cHBM variant), not a substitute. The discussion highlights that DeepSeek's architectural choices (MoE, sparse attention) primarily cut bandwidth rather than storage, since bandwidth is the bigger and more expensive constraint — with Engram representing the pinnacle of this bandwidth-first innovation path.
Related event: DeepSeek Engram Discussion: Semantic Retrieval That Cuts HBM Needs(4 posts)→
More from Infra
- One of the biggest AI launches ever stayed up under crazy load, out-uptimeing Anthropic — hardimanjames · 2026-09-22
- CPU:GPU Ratios and the Race to the Scale Up Domain: Agentic AI Is Reshaping Datacenter CPU Demand — BenBajarin · 2026-09-22
- AMD details EPYC Venice: 2.24x SPECrate lead over NVIDIA Vera, 256-core flagship — ryanshrout · 2026-09-22
- python-build-standalone enables full LTO for CPython 3.12+, modestly boosting runtime — charliermarsh · 2026-09-22
- Measured trade-offs of three REAP-pruned Qwen3.8-Flash-Next MLX builds on Apple Silicon — MensaProdigy · 2026-09-22
- Dev claims further-optimized DeepSeek V4 NVFP4 uses 190GB of 192GB VRAM — HankYeomans · 2026-09-22