Exploring transcripts to look for commentary on what could be the next major AI bottleneck.
Based on the retrieved evidence, the next AI bottleneck after memory appears most often to be power/energy, with connectivity/networking/latency, storage/data movement, and CPU/orchestration compute also emerging as likely constraints.
Most supported next bottlenecks after memory
| Bottleneck | Evidence from retrieved matches | Source |
|---|---|---|
| Power / energy availability | Corning said “power is usually cited as the biggest bottleneck for AI deployments.” Enbridge said “The #1 thing that prevents AI from progressing further isn't GPU architecture, it's really access to energy.” MARA said “Available connected energy is the bottleneck on AI compute growth.” Keel said “Power availability is the single biggest bottleneck constraining the growth of the AI economy.” TeraWulf similarly said “The constraint is not GPUs. It is power.” | May 6, 2026Conference CallMay 8, 2026Earnings CallMay 11, 2026Earnings CallMay 11, 2026Earnings CallMay 8, 2026Earnings Call |
