New Delhi, June 9 -- If you've been following the artificial intelligence gold rush over the last two years, you know the script - tech giants fighting tooth and nail over Nvidia's graphics processing units (GPUs) while software startups promise to change the world. But if you look beneath the surface of the public markets, the smartest investment minds at platforms like Appreciate are realising that the playbook has changed.

The biggest bottleneck in AI is no longer how fast a processor can crunch numbers. It's how fast it can actually get the data it needs to do its job.

Welcome to the "memory wall." In modern computing, a lightning-fast processor is useless if it's constantly starved for data. To train massive Large Language Models (...