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The $100B memory war: Inside the battle for AI's future

Thursday October 16, 2025. 11:45 AM , from TheRegister
The AI gold rush is so large that even third place is lucrative
Feature The generative AI revolution has exposed a brutal truth: raw computing power means nothing if you can't feed the beast. In sprawling AI datacenters housing thousands of GPUs, the real chokepoint isn't processing speed – it's memory bandwidth.…
Read more at TheRegister
https://go.theregister.com/feed/www.theregister.com/2025/10/16/race_to_supply_advanced_memory/

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