
SemiAnalysis Weekly· Staffel 1· Folge 34
Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan
Freitag, 2. Oktober 2026 · 1 h 03
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Shownotes
The InferenceX team is back after two months. Jordan Nanos (@JordanNanos) is joined by Cam Quilici (@noslawextratost), Bryan Shan, and Alec Ibarra to discuss Engram and DRAM offloading, the AgentX benchmark and its profit calculator, TPU v7 on InferenceX, Vera Rubin vs Blackwell, fast tokens, and TileRT on NVIDIA GPUs.
Intro
Engrams
AgentX Benchmark
Profit Calculator
TPU v7
Vera Rubin
Fast Tokens
TileRT
Chip Startups
Wrap Up