Kett: “KV cache will evolve from an inference optimization into AI’s working memory…”

Kett @kett1 ·

KV cache will evolve from an inference optimization into AI’s working memory layer. What becomes scarce is not just comp

Belief return

−9.72% since launch

At launch

  • MU 22%
  • SKHY 20%
  • NVDA 13%
  • TSM 11%
  • AVGO 10%
  • MRVL 9%
  • MSFT 6%
  • AMZN 5%
  • AMD 4%