MASKLI IS AT THE FOREFRONT OF THE JUDGMENT: THE REAL BOTTLENECK OF THE AI PROXY AGE IS MEMORY, NOT ARITHMETIC

On August 14, Mask publicly agreed with Peter H. Diamandis, a leading future scientist and founder of XPRIZE: "Memory, not counting, is the speed limit of the proxy age. "It's very rare that people are aware of this." It was noted that, following the large-scale AI proxy application, long-term memory, context memory and sustainable memory capacity would replace arithmetic as a real bottleneck. Even if the calculator is strong enough, the AI agent cannot effectively remember and call the information, and its usefulness remains limited. This judgement responds to the fundamentals of the current storage track: the demand for HBMs continues to fall short, KV caches and context storage outbreaks are driving the structural growth of NANDs and hard drive demand, and memory is listed as one of the most critical elements of the AI industry chain。