The GPU Shortage Is a Distraction. AI Hit Its Real Ceiling in 2007.
The entire AI industry is scrambling to solve a GPU supply crisis that doesn’t actually matter. The real bottleneck β the gap between processing speed and memory bandwidth β was diagnosed in 2007. Adding more GPUs makes it worse, not better. The companies that survive the coming correction won’t be the ones who bought the most hardware. They’ll be the ones who finally solved the problem everyone forgot.