Disrupting the GPU Hegemony: Can Smart Memory and Storage Redefine AI Infrastructure
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AI infrastructure is dominated by GPUs — but should it be? As foundational model inference scales, performance bottlenecks are shifting away from compute and toward memory and I/O. HBM sits underutilized, KVCache explodes, and model transfer times dominate pipeline latency. Meanwhile, compression, CXL fabrics, computational memory, and SmartNIC-enabled storage are emerging as powerful levers to close the tokens-per-second-per-watt gap.