Tracked forecast · watch-12-6
Compression in production model size and inference footprint.
Open
- Chokepoint
- Chips & Packaging — Advanced packaging and memory (HBM) supply, concentrated among a handful of manufacturers. (Raises price)
- Kill condition
- The one remaining lever for shrinking memory demand, and the clearest early warning this letter is wrong.
- Horizon
- As major models ship
- Source
- Issue 12 — The Hostage Chip · full issue
Why it is on the watchlist
Model compression is the one lever that could shrink memory demand — and the clearest early warning that the Hostage Chip thesis is wrong.
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