The Real AI Bottleneck Is Now Memory, Not Compute
AI data centers are absorbing global DRAM capacity so aggressively that memory, not GPUs, may be the binding constraint on AI scaling.
@dhinchcliffe highlighted an increasingly urgent infrastructure reality: "The real bottleneck is now memory... AI data centers are absorbing global DRAM capacity." The observation points to HBM (High Bandwidth Memory) and standard DRAM shortages as a potential chokepoint for AI scaling.
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