That AI will have to be significantly preferable to the baseline of open models running on cheap third-party inference providers, or even on-prem. This is a bit of a challenge for the big proprietary firms.
It’s not a challenge at all.
To win, all you need is to starve your competitors of RAM.
RAM is the lifeblood of AI, without RAM, AI doesn’t work.
> Sample HBF modules are expected in the second half of 2026, with the first AI inference hardware integrating the tech anticipated in early 2027.
https://www.tomshardware.com/tech-industry/sandisk-and-sk-hy...
(Though maybe it ends up being better if you're doing lots of random tiny 4k reads. It's hard to tell because the technology is discontinued as GP said, whereas NAND has kept progressing.)