THE METER
SECTION 03
ISSUE 001
KV Cache Becomes a Network Service
Projection: NVIDIA already transfers KV state across separate serving pools; Micron’s HBM4 raises per-stack bandwidth and efficiency. Attention state may become a networked memory service spanning workers and tiers. The thesis fails if transfer overhead, privacy boundaries, or staleness erase more value than cache reuse creates.
Why this idea is here
What the evidence establishes.
NVIDIA documents separately scalable prefill and decode pools, KV-state transfer, cache-aware routing, and distributed inference; Micron documents HBM4 with a wider interface, higher per-stack bandwidth, improved efficiency, and 2026 sampling and ramp milestones. These are source-backed premises for this inference; they do not by themselves prove broad adoption or the eventual outcome.
Source ledger
Read the sources.
- S01NVIDIA Dynamo: Disaggregated Serving
official technical documentation / published 2026-07-09 / retrieved 2026-07-09
- S02Micron HBM4
official product documentation / published 2026-07-09 / retrieved 2026-07-09