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431 The AI Memory Crisis: WEKA’s CEO on the Industry’s Hidden Bottleneck

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The Information Partnerships @ The Information · today 17:00 EDT

The AI Memory Crisis: WEKA’s CEO on the Industry’s Hidden Bottleneck

Analysts worried about an artificial intelligence bubble often point to the staggering costs of computing power needed to power the latest models. Even the most powerful graphics processing units—like Nvidia’s 300GB Blackwell Ultra—can’t keep up with inference demands for models like Meta Llama, which can process nearly 500GB for every instance of use.

While training consumes vast amounts of compute, inference—the work of actually serving users—runs up against memory limitations. In a recent conversation w

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