A startup says the AI bottleneck isn’t compute. It’s memory, and it ditched the GPU to prove it.
The AI hardware conversation is stuck on one word: compute. A startup out of Tel Aviv wants to change the word to memory. Majestic Labs, founded in 2023 by former Google and Meta engineers, has unveiled a server it says can do the work of a rack of Nvidia GPUs. It does so by attacking […]<br /> This story continues at The Next Web [...]
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The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
DeepSeek’s conditional memory fixes silent LLM waste: GPU cycles lost to static lookups
When an enterprise LLM retrieves a product name, technical specification, or standard contract clause, it's using expensive GPU computation designed for complex reasoning — just to access stati [...]
FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing
Enterprises can't fix their GPU waste problem because the fix makes the problem worse. Releasing idle capacity would improve utilization, but the same shortage driving GPU prices up is exactly wh [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
A 0.12% parameter add-on gives AI agents the working memory RAG can't
AI agents forget. Every time a coding assistant loses track of a debugging thread, or a data analysis agent re-ingests the same context it already processed, the team pays in latency, token costs, and [...]