Who Needs DRAM? We Have Fiber
Weekly Paper Notes — one of the top picks from the 2026-07-11 CS paper digest. Area: Distributed Computing / Systems. Authors: Hannah Atmer, Thiemo Voigt, Yuan Yao, Stefanos Kaxiras (Uppsala University) arXiv: 2607.08407 · PDF TL;DR DRAM is the choke point of the current generative-AI buildout. HBM3e stacks are backordered, contract prices are up, and hyperscalers are absorbing a large fraction of global DRAM output just to fan the same model weights out to ever more accelerators....