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World’s AI DRAM crisis could be solved with a fiber loop that spans the world

DRAM and memory prices are through the roof - literally - and that's pushing the cost of every technology and device sky high. But there's a solution.

Key takeaways

  • Carmack came upon the idea after considering that single mode fiber speeds have reached 256 Tb/s, over a distance of 200 km.
  • With some back-of-the-Doom-box math, he worked out that 32 GB of data are in the fiber cable itself at any one point.
  • The main real-world benefit of using a ‘Fiber Line Memory System’ would actually be in power savings, as it takes a substantial amount of power to keep DRAM going, whereas managing light requires very little.
Cite or link to this article

Griffin, M. (2026) 'World’s AI DRAM crisis could be solved with a fiber loop that spans the world', 311 Institute, 10 February. Available at: https://www.311institute.com/worlds-ai-dram-crisis-could-be-solved-with-a-fiber-loop-that-spans-the-world/ (Accessed: 1 October 2026).

Anybody can create an X account and speak their mind, but not all minds are worth listening to. However, as the world faces a DRAM and memory crisis thanks in no small part to the multi-trillion dollar commitments to build vast new AI data centers, when John Carmack tweets folks tend to listen.

His latest musings pertain using a protracted fiber loop as an L2 cache of sorts, to hold AI model weights for near-zero latency and gigantic bandwidth. Carmack came upon the idea after considering that single mode fiber speeds have reached 256 Tb/s, over a distance of 200 km. With some back-of-the-Doom-box math, he worked out that 32 GB of data are in the fiber cable itself at any one point.

Artificial Intelligence (AI) model weights can be accessed sequentially for inference, and almost so for training. Carmack's next logical step, then, is using the fiber loop as a data cache to keep the AI accelerator always fed. Just think of conventional RAM as just a buffer between SSDs and the data processor, and how to improve or outright eliminate it.

The discussion spawned a substantial amount of replies, many from folks from high pay grades. Several pointed out that the concept in itself is akin to delay-line memory, harkening back to the middle of the century when mercury was used as a medium, and soundwaves as data. Mercury's mercurialness proved hard to work with, though, and Alan Turing himself proposed using a gin mix as a medium.

The main real-world benefit of using a ‘Fiber Line Memory System’ would actually be in power savings, as it takes a substantial amount of power to keep DRAM going, whereas managing light requires very little. Plus, light is predictable and easy to work with. Carmack notes that "fiber transmission may have a better growth trajectory than DRAM," but even disregarding plain logistics, 200 km of fiber are still likely to be pretty pricey.

Some commenters remarked other limitations outside of the fact that Carmack's proposal would require a lot of fiber. Optical amplifiers and DSPs could eat into energy savings, and DRAM prices will have to come down at some point anyway. Some, like Elon Musk, even suggested vacuum as the medium (space lasers!), though the practicality of such a design would be iffy.

Carmack's tweet alluded to the more practical approach of using existing flash memory chips, wiring enough of them together directly to the accelerators, with careful consideration for timing. That would naturally require a standard interface agreed upon by flash and AI accelerator makers, but given the insane investment in AI, that prospect doesn't seem far-fetched at all.

Variations on that idea have actually been explored by several groups of scientists. Approaches include Behemoth from 2021, FlashGNN and FlashNeuron from 2021, and more recently, the Augmented Memory Grid. It's not hard to imagine that one or several of these will be put into practice, assuming they aren't already.

FAQ

Why does this matter?

DRAM and memory prices are through the roof - literally - and that's pushing the cost of every technology and device sky high. But there's a solution.

Matthew Griffin

About the author

Matthew Griffin Founder, 311 Institute

Matthew Griffin is a multi-award winning Futurist and expert in Disruption and Innovation, Geopolitics, Leadership, and Technology, who NASA have described as a "walking encyclopaedia of the future" and a "futurist Polymath."

Read full bio

Matthew Griffin is a multi-award winning Futurist and expert in Disruption and Innovation, Geopolitics, Leadership, and Technology, who NASA have described as a "walking encyclopaedia of the future" and a "futurist Polymath." 15-time best selling author of the "Codex of the Future" series, Matthew is the Founder and Futurist in Chief of the 311 Institute, a global Futures and Deep Futures advisory firm working with royal households, world leaders, G7, G20, and G77 governments, NGOs, and multi-national mid and mega cap firms to help them explore, shape, and lead the next 50 years of business and society.

An award-winning YouTube creator with over a million followers, with an unrivalled global reach and impact, Matthew is a highly sought-after international keynote speaker, lecturer, and mentor who collaborates with global leaders through the United Nations Alliance of Civilizations (UNAOC) and United Nations General Assembly (UNGA) to shape pivotal initiatives such as the UN’s AI for Humanity program, the United Nations Conference of the Parties (UN COP), and the World Economic Forum in Davos.

As the former Global Head of Cloud, National Security, and Enterprise Sales for companies including Atos, Dell-EMC, and IBM, Matthew has a proven track record of building multi-billion dollar business units and turning failing divisions into market leaders. His ability to identify, analyse, and communicate the implications of hundreds of emerging technologies and trends is unparalleled, and his insights are trusted by many of the world’s most respected organisations, including ABB, Accenture, Adidas, AON, ARM, BCG, Centrica, Citi, Coca-Cola, Dentons, Deloitte, Dow Jones, EY, Google, KPMG, Lego, Legal & General, LinkedIn, Microsoft, PepsiCo, Qualcomm, RWE, Samsung, Siemens AG and Siemens Energy, T-Mobile, UBS, VISA, Walmart, Workday, Worldpay and many others.

Regularly featured in the global media including the AP, BBC, Bloomberg, CNBC, Discovery, Forbes, Khaleej Times, Telegraph, TIME, ViacomCBS, WIRED, and the WSJ, Matthews mission is to help organisations create a fair and sustainable future whose benefits are shared by everyone irrespective of their ability, background, or circumstances.

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Sources and further reading

  1. His latest musings x.com
  2. Delay line memory en.wikipedia.org
  3. Fast21 kim.pdf usenix.org
  4. FlashNeuron usenix.org
  5. Augmented Memory Grid startuphub.ai

Source: first published by the 311 Institute on 10 February 2026. Cite as: Griffin, M. (2026). World’s AI DRAM crisis could be solved with a fiber loop that spans the world. 311 Institute. https://www.311institute.com/worlds-ai-dram-crisis-could-be-solved-with-a-fiber-loop-that-spans-the-world/

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