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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