Token demand wants 10x a year while supply delivers only 2x, and the compounding 5x gap can only be closed by architecture. Ayar Labs CEO Mark Wade's key line at OCP APAC wasn't about CPO but this: the unit of adoption shrinks from a whole rack to a single chassis.

Twenty-four sessions at OCP APAC 2026 told the same story: the AI infrastructure bottleneck is shifting from how fast you compute to whether you can connect it and keep it running. Here is the full map, with an index of all 24 session notes.