For the last year, there has been development work at several companies for products including HBF (high-bandwidth flash memory) as a supplement to HBM, in order to enable running inference for big LLMs at a reasonable cost, e.g. on one GPU-like card.
HBF was initially announced by SanDisk, early in 2025, then early this year Hynix has announced that they have joined SanDisk in producing HBF, and that the common specification will be standardized under the Open Compute Project.
With HBF, it would be easy to make a GPU card with 4 TB of HBF, which could run the biggest existing open weights LLMs in their native unquantized form.
Exciting news! This is how I see running frontier models at home becoming reasonably affordable. Though it may take a depreciation cycle or two.