Four forces created exponential pressure on context storage: model size growing, context length exploding (4K→1M+ tokens), multi-turn conversations, and concurrent users.
A million-token context window requires orders of magnitude more memory than 4K. Multiply by millions of concurrent users with persistent agent sessions.
NVIDIAs Answer: Bluefield 4
150TB of KV cache storage per unit — extending memory from on-chip HBM to network-attached storage.
Strategic Implication
Companies solving context persistence win the agentic era. Memory architecture became as strategic as model architecture.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
