IMEC Says Today’s AI Will Look Ancient in 10 Years

Podcast: Sourcery · Sourcery with Molly O'Shea

Opublikowano: 2026-09-30

AI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI infrastructure buildout. At the same time, the semiconductor industry is approaching the physical limits of simply making transistors smaller. I sat down with Steven Latré, VP of AI at imec and Thema Board Member, and Adam Chambers of Strike Capital, to talk about what comes after the GPU and where the next wave of value in AI infrastructure could be created. We get into › Why mem...