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◆ TESSARA
◆ TESSARA JULY 23, 2026 Memory is the binding constraint Tessara regime indices · 0 to 100 · higher score = tighter constraint COMPUTE REGIME SCORE 63 TIGHT -9.1 in 14 days MEMORY REGIME SCORE 87 CRITICAL -3.0 in 14 days tessara.tech Compute Regime Score · Memory Regime Score · Tessara proprietary indices

Which constraint is binding right now

Tessara scores how tight compute and memory are, each on a 0 to 100 scale. When one score outruns the other, it names the binding constraint for the AI build this week.
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Independent research on the physical bottlenecks behind the AI buildout: compute, memory, power, and networking, mapped to the public companies exposed to each.
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Source-backed constraint intelligence for the AI build.

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Which constraint is binding right now | Tessara