arxivcs.ARcs.DCcs.ETcs.NI2026-07-09
Who Needs DRAM? We Have Fiber
Hannah Atmer, Yuan Yao, Thiemo Voigt, Stefanos Kaxiras
The rising pressure on DRAM availability and contract pricing reflects generative AI's massive high-performance memory requirements. This pressure is heavily compounded by hyperscale data center expansion, which now consumes a significant portion of global DRAM output. In this wo…