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Beyond The GPU: The Next AI Bottlenecks
Nvidia’s COMPUTEX 2026 keynote confirmed something we’ve been discussing on Market Signal for months: AI is no longer just a compute story.
First, the industry ran into the Memory Wall. That shift helped transform Micron from a cyclical memory manufacturer into one of the most important companies in AI infrastructure.
Now, a second bottleneck is emerging: the Connectivity Wall.
As AI clusters scale to tens of thousands of GPUs, moving data efficiently between processors is becoming just as important as the processors themselves. That’s where companies like Micron and Marvell come into focus.
In today’s video, we break down:
• Micron’s transformation into an AI infrastructure powerhouse
• HBM4, DDR5, GDDR7 and UFS 4.1 innovations unveiled at COMPUTEX
• Why AI inference is increasing memory demand across the stack
• The emerging Connectivity Wall and the shift toward photonics
• Marvell’s role in custom silicon, optics and next-generation AI networking
• What Jensen Huang’s comments mean for the future of AI infrastructure
The biggest winners of the next AI cycle may not be the companies building the GPUs. They may be the companies solving the bottlenecks surrounding them.
Thanks for watching Market Signal.
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