memory

In late October, Samsung said its 2027 HBM supply is already sold out alongside multi-year memory contracts with 10 large customers, and Amazon disclosed an up-to-$80 billion secured loan facility for 2027-28 hardware purchases.

Engram left stealth with $98M at a reported $600M valuation and 13 employees to build a learned memory layer that studies an organization in advance instead of re-reading its documents, a real technical bet with a harder moat question.

An operator playbook for Mastra across six TypeScript codebases and the full 1.x line, covering memory's four layers, supervisors, MCP on both ends, RAG and evals, auth, observability, the 1.x migrations and the production bugs that taught the most.

Every agent-memory tutorial opens with a vector DB, but that is a product opinion rather than a default; mature agent runtimes start elsewhere, and Qdrant or sqlite-vec earns its keep only past roughly 50K episodic items.