A user questions whether ENGRAM offers performance benefits without tradeoffs, asking if it impacts AI model quality in the context of HBM demand discussions on X.
Analysis of DeepSeek V4.1 Flash inference economics shows a utility gigawatt of NVIDIA B200 GPUs could generate $15.2B annual revenue with $6.3B profit (~42% margin) at current pricing. Engram DRAM offloading technology could increase revenue per gigawatt by 50% by freeing GPU memory for key-value cache, with compute costs dominated by hardware depreciation rather than electricity.