Every technological revolution has a single constraint that shapes its trajectory.

Today, as AI systems, hyperscale data centers, and cloud networks scale at unprecedented speed, the defining constraint is no longer processing power. It is memory.

For decades, the foundation of computing has been built on compromise:

— SRAM delivers the speed advanced systems demand but drains power and consumes massive silicon area.
— DRAM deliver intermediate speed at reasonable cost but is volatile, erasing data the moment power is cut.
— Flash retains data but is 1000x slower than DRAM.

The trade-off Fast / Volatile vs. Slow / Non-volatile was tolerable when digital infrastructure grew gradually. It is not sustainable now, in a world racing to build AI factories that run around the clock and edge systems that demand instant-on performance with zero downtime.

Memory, not compute, has become the bottleneck that limits performance, caps energy efficiency, and resists total cost of ownership reduction. The new equation for high-performance computing Tech giants are pouring billions into AI infrastructure as demand and energy usage soar. Data centers power consumption is measured in gigawatts, and datacenter energy needs – if unchecked – is the major driver drive electricity consumption in the future.

To avoid losing data, changes to fast / volatile memory force changes to slow / non-volatile memory. This adds latency and burns energy. This is the data coherency tax of datacenter.

The coherency tax takes many forms:
— The need for coherent data.
— Systems overprovision to make up for volatility.
— Designers add layers of complexity to counter leakage and latency.

The outcome is clear: higher costs, wasted energy, and slower deployment.

Existing memory architecture is under extreme strain: on the one hand, AI demand ever higher memory bandwidth. On the other hand, energy cost are exploding. Small optimizations are no longer enough. Breaking free requires a structural leap, a fundamental shift to a new memory architecture that eliminate these trade-offs altogether.

FMC technologies CACHE+ and DRAM+ enable the new architecture.

CACHE+: Speed without penalties

SRAM has long been the benchmark for speed, powering CACHES and accelerators across advanced systems. But its relentless energy drain and large footprint make it a bottleneck as computing scales to exascale levels. CACHE+ changes that. It delivers SRAM-class performance with:

— Four times the density
— One fifth of the cost
— Zero leakage

With CACHE+, AI training clusters, high-frequency trading systems, and next-generation cloud workloads
can achieve the throughput they need without the traditional energy and cost burden.
CACHE+ does more than optimize SRAM. It resets the baseline for speed and efficiency in the AI economy.

DRAM+: Resilience at Scale

DRAM remains the backbone of computing, valued for its bandwidth and scalability.
Yet its volatility is a structural flaw: every power cycle erases data, adding downtime, complexity, and cost
for systems that must be always on. DRAM+ resolves this. It keeps the strengths of DRAM, speed, scale, cost-effectiveness, while adding non-volatility.

With DRAM+:
— Data persists even when power is lost
— Systems boot faster and recover instantly
— Mission-critical workloads gain resilience
— Cloud, edge, and AI-driven environments operate more efficiently
— The data coherency tax is eliminated

Infrastructure becomes faster, more reliable, and inherently more efficient.

From constraint to competitive edge

Together, CACHE+ and DRAM+ deliver up to twice to ten times the system-level performance of legacy memory architectures, without raising cost.

For hyperscale data centers, AI factories, and enterprise infrastructure, this enables:
— Faster deployments and scaling
— Reduced overprovisioning
— Lower energy consumption
— A stronger total cost of ownership

The next digital backbone

The last decade of digital growth was powered by compute, GPUs, accelerators, distributed processing. The
next will be defined by who controls the memory backbone that allows those systems to scale without
limits.

AI is reshaping industries. Cloud and edge systems are growing faster than ever. Always-on performance is
no longer a premium; it is the baseline.

In this new reality:
— Memory is no longer a supporting component
— It is the foundation that determines which systems can scale
— It will define which organizations lead the digital decade ahead

Those who solve the memory bottleneck today will define the future of computing.