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The author suggests that Flash storage will become significantly more important than High Bandwidth Memory (HBM) in hardware accelerators due to bandwidth disparities between PCIe 5.0 and HBM3. The thesis proposes using small amounts of HBM as a buffer between dataflow and Flash memory rather than relying on large HBM capacities. This technical outlook favors the increased integration of Flash over the current industry focus on expansive HBM configurations.

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head of risk @thru_xyz.