Sorry, we're out of tomorrow's RAM.

Wed, 15 Jul 2026 10:00:00 +0530

There are two kinds of people who preorder things before they exist: gamers and trillion-dollar AI companies. The former get a collector’s edition with a plastic figurine. The latter get priority access to HBM wafers that haven’t even finished pretending to be silicon.

If you’ve been wondering why GPUs cost roughly the GDP of a small island nation, the answer isn’t just NVIDIA’s leather jackets. It’s memory.

Modern AI training is no longer compute-bound in the traditional sense. You can keep adding more TFLOPS, tensor cores, and exotic matrix instructions, but eventually every accelerator reaches the same existential crisis: waiting for data. A GPU without memory bandwidth is just an expensive space heater.

GPU on Ujaan Mukherjee

Sorry, we're out of tomorrow's RAM.