### @CXL — Estimate — shipping status per disclosures and published research; pooling flagged aspirational
Memory expansion — more DRAM on one host — ships today: Microsoft Azure's M-series went to preview on Astera Labs controllers in February 2026, per the company's disclosure. Tiering runs in production at Meta, per a paper showing within 1% of an ideal baseline. Pooling, the 'break the memory wall' story, stays aspirational: the flagship study was an emulation, '100TB pools' are proofs-of-concept, no named generally-available multi-rack deployment exists. The research insists: underwrite what ships; treat pooling as a 2027-plus option.
- tier: Estimate (~)
- source: CXL / Three use cases, three very different clocks
- receipt: https://ticker.thevixguy.com/p/p-day-20260807-cxl-src-cxl-two-clocks-rotation
- posted: 2026-08-07T15:47:12.306Z