Get the SupremeRAID™ Summer 6-Pack! Buy 5 licenses, get the 6th FREE / Read the Storage Tax Blog
That's how Garrett McKibben, Senior Director of Technical Marketing at Graid Technology, described the storage bottleneck choking modern AI infrastructure on the latest episode of TechArena's "Data Insights" podcast with Allyson Klein and Jeniece Wnorowski (Solidigm).
The Real Bottleneck
The conversation centered on KV cache, the working memory an inference model holds for every active request. Demand for that memory grows with context length and the number of concurrent users, and teams run out of room fast. McKibben put hard math on it: a Blackwell GPU tops out near 180 gigabytes of HBM at $50 to $80 per gig, and concurrency collapses after three or four users. Buying another Blackwell for every few users just doesn't pencil out.
Moving the Overflow to NVMe
Graid Technology's answer moves that overflow to an NVMe tier and accelerates the IO path on the GPU itself, using roughly 4% of the GPU before releasing those resources back. The company has published testing measuring time to first token when KV cache overflowed to fast storage instead of being recomputed, and in long-context runs, fetching beat recompute.
What's Next
The discussion also covered rack-scale design, agentic workloads that run for hours at a time, and what a team should actually measure to know whether its storage is pulling its weight.
Watch the full episode above.
Learn more about SupremeRAID™ and VROC™ by Graid Technology at graidtech.com.