As the AI infrastructure investment cycle accelerates in 2026, two key bottlenecks in data center architecture — memory bandwidth and power efficiency — are simultaneously highlighted. FACT Hyperscalers' AI CapEx will increase by 36% year-on-year to $690B in 2026, with a significant portion of this investment flowing into CXL-based memory fabrics and GaN-based power conversion infrastructure.
CXL (Compute Express Link) is a next-generation interconnect standard that resolves CPU-memory bottlenecks, and the market, which was $1.3~1.9B in 2024, is expected to grow to $12.3B (CAGR 32%) by 2030. NARRATIVE Starting with Microsoft Azure's commercial CXL deployment, more than 90% of new servers will be shipped CXL-compatible in 2026, entering an ecosystem tipping point. The CXL 4.0 specification was announced in November 2025, providing 128 GT/s bandwidth, further strengthening its competitiveness as an alternative to HBM.
GaN (Gallium Nitride) is a