Memory Is the New Compute: HBM Scarcity Reshapes AI (nova.kapualabs.com)
From HBM scarcity to optical memory fabrics, data movement and packaging are now the primary drivers of data-center capital intensity.
🚀 'Memory Is the New Compute' shows why HBM capacity & system design now trump raw FLOPS for AI performance. Learn more: https://post.kapualabs.com/25abujd6