---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000549678.md"
description: "Add on to my comments earlier:I see the unveiling of Google’s KV cache compression technology (TurboQuant) as a short-term noise and not a long-term threat. Reasons being:🎯 Scope is narrow – Inference only and not training or HBM📉 Real-world impact overstated – Gains are relative to older 32-bit models📈 Jevons Paradox in play – Lower costs → more AI adoption → more total demandConclusion , AI-driven memory up-cycle remains intact. Some view the dip as a potential entry point."
datetime: "2026-03-26T05:28:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000549678.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000549678.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000549678.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# Add on to my comments earlier:I see the unveiling …


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- [HBM.US](https://longbridge.com/en/quote/HBM.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**