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Earley AI Podcast Episode 89: Memory, Power, and the Hidden Constraints of AI Infrastructure
Guest: Steven Woo, Fellow and Distinguished Inventor at Rambus
Host: Seth Earley, CEO at Earley Information Science
Published on: May 5, 2026
In this episode, Seth Earley speaks with Steven Woo, Fellow and Distinguished Inventor at Rambus, where he has spent over 30 years at the frontier of memory technology. They explore why memory - not compute - is the binding constraint on AI performance today, how moving data between chips consumes more than half of all power in a high-end AI processor, and what the rise of agentic AI means for infrastructure planning.
Steven shares a rare long-view…
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