Interconnected Pooling, Breaking the Memory Wall—CXL: The Core Infrastructure for the AI Computing Power Era

SnapshotLaborer · 2026-03-18T04:17:21+00:00

AI large models have sharply increased demand for computing power, yet the lagging upgrade of memory architecture has created a "memory wall" bottleneck. The CXL protocol, as a key solution, is undergoing a transition from technical exploration to large-scale commercial deployment, driving memory expansion, pooling, and cross-cabinet interconnection, which will unlock enormous market potential in the future.

SnapshotLaborer

2026-03-18 04:17:21

Abstract generation in progress

The computing power demand for AI large models is experiencing exponential growth, but the performance iteration speed of computing chips far exceeds the upgrade pace of memory systems. The “memory wall” has become the core bottleneck restricting the sustainable development of the AI industry. As the industry’s key solution to break this bottleneck, the CXL (Compute Express Link) protocol is reaching a historic turning point from “technological exploration” to “large-scale commercial use.”

The CXL industry is undergoing a superposition resonance of three logical layers: in the short term, the explosive demand for KV Cache in AI inference scenarios is driving the urgent need for memory expansion, and CXL memory controllers are entering a rapid growth phase; in the medium term, CXL Switch will promote memory from “expansion” to “pooling,” reshaping data center resource scheduling patterns; in the long term, breakthroughs like CXL over Optics will enable memory interconnection across cabinets and racks, opening a market space worth hundreds of billions of dollars.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.