Vikram Sekar/Context Memory Storage Systems, Disruption of Agentic AI Tokenomics, Memory Pooling Flash vs DRAM
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Context Memory Storage Systems, Disruption of Agentic AI Tokenomics, Memory Pooling Flash vs DRAM

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This in-depth report explores how the new storage tier—including Nvidia's Inference Context Memory Storage (ICMS) platform and solutions from WEKA and VAST Data—is fundamentally rewriting the economics of agentic AI inference. This is a must-read for anyone looking to understand the impact of hardware infrastructure on economics of long context agentic AI.
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Contents

This report covers the following in-depth:

  • Why context storage matters now and the basics of cache tokenomics

  • KV$ offloading to different memory tiers, including benefits of Vera Rubin architecture.

  • Implementation of context memory systems, possible supplier of ICMS systems to Nvidia, and NVMe storage architecture including the number, capacity, and bandwidth of SSDs.

  • Context memory storage impact on agentic AI tokenomics; what we can expect going forward with concrete examples from WEKA.

  • Potential hardware winners in the era of context storage.

  • Risks to the adoption of SSD-based context storage, and where DRAM pooling fits in.

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Context Memory Storage Systems and Tokenomics of Agentic AI.zip
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