Driven by AI, data-center electricity use is projected to reach around
1,600 terawatt-hours by 2035 – about 4.4% of global electricity.
Increased adoption of agentic workflows is expected to steepen that curve further.
A single task now involves multiple model calls that significantly increase compute
requirements: planning and
reasoning, tool execution, and verification in iterative loops orchestrated by complex agentic harnesses.
Better hardware is necessary but not sufficient.
Progress in AI accelerators has lowered the energy per operation, but
cannot remove the fundamental inefficiency of a generative model trained to match a conditional path
law prescribed in advance.
Hardware advances alone cannot lower the true cost of training and inference.
That also requires theoretical advances that shift the frontier.
The same logic applies to hardware on the horizon such as physical and analog computing,
substrates that operate in continuous time.
Today's discrete-time, transformer-based AI stacks do not natively map onto them.
Unlocking the capabilities of that hardware will require a competitive stack of continuous-time
AI architectures that do not yet exist.
This is the direction Exobyte is taking: a new continuous-time theoretical foundation for a broad class
of generative modeling problems, built to shift the frontier on today's accelerators and to run natively on
the hardware that follows.