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Why Infrastructure, Not Model Capability, Might Be the Real 2027 Bottleneck

An in-depth hardware engineering analysis proving why physical infrastructure—HBM4 memory bandwidth, power transformers, and optics—limits 2027 AI progress.

Sachin Sharma
Sachin SharmaCreator
Aug 1, 2026
4 min read
Why Infrastructure, Not Model Capability, Might Be the Real 2027 Bottleneck
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An in-depth hardware engineering analysis proving why physical infrastructure—HBM4 memory bandwidth, power transformers, and optics—limits 2027 AI progress.

Sachin Sharma

Sachin Sharma

Software Developer & Mobile Engineer

Building digital experiences at the intersection of design and code. Sharing weekly insights on engineering, productivity, and the future of tech.