Topic
dram-shortage
2 articles
Deep Signals ·
The Memory Wall Meets the Concrete Wall: AI's 2026 Capacity Gap
Half of US datacenter capacity planned for 2026 isn't being built, and a parallel DRAM squeeze is exposing the gap between announced AI compute and what physics will actually deliver.
Briefings ·
Signal Briefing: June 3, 2026
Microsoft puts its Cobalt 200 ARM CPU and Maia 200 AI accelerator into GA at Build 2026, marking the clearest signal yet that hyperscaler custom silicon is moving from cost experiment to production-grade inference infrastructure.