Jukan(@jukan05):'According to industry sources on the 2nd, CPU manufacturers are pursuing the integration of 300–400GB of DRAM into AI CPUs. This is up to four times the overwhelming scale compared to typical CPU products (96–256GB).' It’s similar to what I’ve been thinking. Agentic AI will benefit CPUs as well, but it will make memory even more scarce.

Jukan

@jukan05

@citrini | Not Investment Advice | DYODD

Joined September 2024

380 Following 201.9K Followers

Jukan@jukan05

2026.05.02 01:55

'According to industry sources on the 2nd, CPU manufacturers are pursuing the integration of 300–400GB of DRAM into AI CPUs. This is up to four times the overwhelming scale compared to typical CPU products (96–256GB).' It’s similar to what I’ve been thinking. Agentic AI will benefit CPUs as well, but it will make memory even more scarce.