AI is hitting a memory bottleneck.
Kepler Computing says its ferroelectric memory can approach SRAM bandwidth per watt, scale to up to 10x the capacity of SRAM and HBM, and run in retrofitted 28nm fabs.
The company estimates a fab conversion could take about eight months.
That is the real infrastructure story: GPU availability alone is not enough.
Data capacity and movement decide how much useful AI work gets done.
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