'It really is the craziest time ever': data centers to grab 70% of all high-end memory chips in 2026 as AI boom leaves consumers in the cold
RAM has already skyrocketed in price, but with no respite in sight, the worry is that it'll be moon-rocketing by the time this year is out. [...]
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A 0.12% parameter add-on gives AI agents the working memory RAG can't
AI agents forget. Every time a coding assistant loses track of a debugging thread, or a data analysis agent re-ingests the same context it already processed, the team pays in latency, token costs, and [...]
Tencent's Team Memory shares AI agent memory across a team — with no governance yet for when it's wrong
A VB Pulse survey this June found that 57% of enterprises had traced a confidently wrong agent answer back to missing or inconsistent context — the latest sign of how central context has become to w [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
DeepSeek’s conditional memory fixes silent LLM waste: GPU cycles lost to static lookups
When an enterprise LLM retrieves a product name, technical specification, or standard contract clause, it's using expensive GPU computation designed for complex reasoning — just to access stati [...]
Google PM open-sources Always On Memory Agent, ditching vector databases for LLM-driven persistent memory
Google senior AI product manager Shubham Saboo has turned one of the thorniest problems in agent design into an open-source engineering exercise: persistent memory.This week, he published an open-sour [...]