Frictionless

Logan Jastremski × Bubble boi

AI’s scaling bottleneck is shifting from transistor shrinkage to packaging, interconnect, and memory, as tens or hundreds of billions of dollars may buy only 15–20% better density.NVIDIA’s roadmap increasingly depends on suppliers and technologies it does not control, while rack-scale architectures, flash offload, and smarter caching could determine whether the same hardware serves two or three times more users.