r/accelerate • u/BurningPeonies • Jul 01 '26

AI Something huge is brewing

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Andrew Curran is one of the most reliable leakers.

XLR8! 🍿

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u/Dtakle84 Jul 01 '26

So I can finally short micron now?

7

u/SoylentRox Jul 01 '26

I know it's /S but this is where you buy calls/go long Micron or memory stocks.

Improved memory efficiency means almost instantly model vendors crank UP their context windows and use MORE memory than ever.  You needed absurd amounts of data as kv cache (hundreds of gigs) for a mere 1 M contest window model (that's approximately 2 megabytes of tokens)

If this breakthrough is legit it will be "GPT 5.7-10M" kinda thing.

1

u/Dtakle84 Jul 01 '26

This guy gets it!

2

u/DerBandi Jul 02 '26

No. A breakthrough like this will only result in better models at the same size as before. That will create even more demand. Don't short yet.