CXL Disaggregated Memory Nears Commercial Deployment, Says Ben Bajarin After FMS Meetings

BenBajarin · x · 2026-09-23

After meetings with key memory, storage, and interconnect players at FMS, Ben Bajarin argues CXL is solidifying from a standard into deployable tech: deployments likely starting next year and building into 2028, with hyperscalers as first customers attaching pooled memory to custom inference clusters. He notes solving the memory wall requires expanding memory beyond package limits at low latency, and that CXL's ramp also raises CPU demand for serving inference at scale.

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