🤔 recent news from CES, 英伟达的新架构ICMS seems like a big deal 💻 ... KV Cache 的独立高速存储层,用于承载 warm/long context 状态,似乎可以提高性能和效率 ... but what about the cost? 😬 我觉得如果 ASIC adopts 类似方案,NAND 增量有望达到 30%以上 👍 but still, we need to consider the impact on global NAND供需缺口 🌎 ... and from 天风证券的观点,NV 的“上下文存储”对 eSSD...