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Kimi's linear attention breakthrough? Bubble Boi says DRAM demand plummets, hyperscaler spending logic breaks

IdeaSource: xAuthor: kai_xbtHotness: 612Published Jul 25, 2026

Bubble Boi explains Kimi uses linear attention to keep memory growth constant, achieving world-class results. If all frontier models adopt this, DRAM demand drops significantly, and the rationale for hyperscalers' massive spending disappears.

  • Kimi
  • memory
  • DRAM
  • linear attention
  • hyperscaler spending
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