AI progress in 2026 will be constrained by physics, not ambition. Today at 3:00 pm ET at 𝗣𝗿𝗲𝗱𝗶𝗰𝘁 𝟮𝟬𝟮𝟲, Brendan Burke explains how semiconductor innovation is confronting AI’s biggest limits: memory bandwidth and energy availability. This session explores why the industry is moving toward extreme hardware specialization, optical connectivity, and architectures designed for reasoning-heavy AI workloads, and how breakthroughs in energy efficiency will determine whether the memory wall be