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andy_ppp 2 hours ago

Tokens per second is almost entirely memory bandwidth at inference time, training obviously needs more compute but you can add more chips for that.

cubefox 8 minutes ago | parent [-]

According to SemiAnalysis, both inference and post-training (RLVR) is mostly memory bandwidth bound. Only pre-training is compute bound, but it now only takes a small share of overall data center capacity.

https://x.com/EugeneNg/status/2099315982959616369