That's the honest kind of answer, the measured-vs-reasoned line called out explicitly matters more than the number itself.
The real blocker isn't bandwidth, it's the compile contract. NPU compilers want one fixed dataflow graph, and per-token top-k routing breaks that contract every single token.
Is there a known partial fix, like sorting tokens by expert before the NPU pass so each pass through it looks static again, or does the routing itself need to become predictable (fixed groups, not per-token top-k) before an NPU compiler could even start on this?