/AI15h ago

Memory Manufacturing Becomes Critical Bottleneck For Agentic AI Adoption

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#1596Carlos E. Perez
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Carlos E. Perez@IntuitMachine#1596inAI

Agentic AI demand is critical because it drives corporate operations. A vast majority of companies have NOT adopted agentic AI. We are in the early stages, yet we've exhausted all our memory supply, and it takes 2 years to build a new manufacturing plant. Manufacturing of memory is the AI bottleneck.

Carlos E. Perez@IntuitMachine

Agentic traffic has surpassed human traffic. This is perhaps a tell that agentic AI token consumption is at least 10x that of chat AI. This explains why Grok AI, mostly used in chat mode, had enough idle GPU resources to rent out to Anthropic and Google. This also explains why memory vendors' capacity is a very long way from ever meeting agentic AI demand.

3:08 AM · Jun 6, 2026 · 18 Views
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Carlos E. Perez@IntuitMachine

The memory bottleneck that everybody misses.

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Carlos E. Perez@IntuitMachine

It seems to me that almost nobody anticipated the effect of agentic AI on memory consumption. The previous paradigm was that memory was needed for training. The current paradigm is that memory is needed for long-running inference. Civilization is stuck with too few memory fabrication plants.

Carlos E. Perez@IntuitMachine

The memory bottleneck that everybody misses.

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Carlos E. Perez@IntuitMachine

The fabs don't exist!

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