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AI

GPUs Changed Everything. Storage Is the Bottleneck Again.

GPUs are no longer the bottleneck. Data movement is. The bottleneck in AI infrastructure has moved from compute to data movement. The claim was articulated in an online talk I attended recently, and it matches what I have seen for years across very different systems: raw compute stops being the Read more

By Julien Laurenceau, 9 months2026-01-23 ago
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