When you start using Samsung 4 nm are you switching from SRAM to HDM? If yes, how's that going to affect all the metrics given that SRAM is so much faster? Someone said you'll eventually move to HDM because SRAM improvements is relatively stalled.

I read an article that indicated your Bill Of Materials compared to NVidia's is 10x to get 1/10 the latency, and 8x BOM for throughput if Nvidia optimizes for throughput? Does this seem accurate? That CAPEX is the primary drawback?

https://www.semianalysis.com/p/groq-inference-tokenomics-spe...