GLM 5.3 and why cheaper tokens might mean more HBM
SemiAnalysis previews a discussion of sparse attention and a memory bottleneck it says nobody is pricing in.
TLDR
SemiAnalysis previews a GLM 5.3 discussion about sparse attention and a memory bottleneck it says nobody is pricing in. It raises the possibility that cheaper tokens might mean more HBM, not less, and quotes a claim that, with enough budget, the model “will write faster kernels than humans.”
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