PERSON DIRECTORY
Annie Lamont
Annie Lamont appears in 1 indexed conversation across Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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We’re Reaching the Physical Limits of Chips
AI’s investable bottlenecks are shifting toward power, memory, cooling, and data transfer as Moore’s Law nears a physical plateau.Micron, SK hynix, and Samsung control 95% of memory, whose price rose 700% this year as hyperscalers absorbed supply.Photonics could relieve several constraints, with co-packaged optics expected beside GPUs within five years as memory pressure pushes specialized hardware beyond ever-larger models.