Media Coverage

The AI Infrastructure Bottleneck No One Is Solving

October 20, 2026
James Spall

Every infrastructure roadmap for generative AI reads the same way: more GPUs, more high-bandwidth memory, faster interconnects, better token throughput. These investments matter, but specialization is only currently targeting one half of the inference pipeline. The other half, the stage where a model actually reads the prompt before it writes a word, still has no purpose-built hardware in production...