The protocols for HPC are so amorphous that they bubbled up into the lowest common denominator, completely software defined async global workspace
It could be that eg 97% of your threads are looking things up in big hashtables (eg computing a big join for a database query) or binary-searching big arrays, rather than ‘some I/O task’
the 'plus' side here is that that condition gets handled gracefully, but yes, certainly you can end up in a situation where memory transactions per second is the bottleneck.
its likely more advtangeous to have a lot of memory controllers and ddr interfaces here than a lot of banks on the same bus. but that's a real cost and pin issue.
the mta 'solved' this by fully dissociating the memory from the cpu with a fabric
maybe you could do the same with cxl today
Networking is a huge part of cloud applications, and network connections take orders of magnitude longer to go through than disk access.
There are components of any cloud architecture which are dedicated exclusively to handling networking. Reverse proxies, ingress controllers, API gateways, message broker handlers, etc etc etc. Even function-as-a-service tasks heavily favour listening and reacting to network calls.
I dare say that pure horsepower servers are no longer driving demand for servers. The ability to shove as many processes and threads on a single CPU is by far the thing that cloud providers and on prem companies seek.