arXiv AI By Satoshi Matsuoka

Memory Scarcity, Open Models, and the Restructuring of the AI Industry, 2026-2030 -- A quantitative scenario analysis of inference economics, training-cost divergence, and infrastructure solvency

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arXiv:2607. 07207v1 Announce Type: cross Abstract: We analyze how four forces restructure the AI industry over 2026-2030: the DRAM/HBM price surge, frontier-capable open-weight models (GLM-5.

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arXiv AI
Jun 10

A Theory of Training Profit-Optimal LLMs

arXiv:2605. 16430v2 Announce Type: replace-cross Abstract: Scaling LLMs requires tremendous computational resources, and recent advances in AI have gone hand in hand with massive amounts of capital expenditure.

By Sophie Hao, William Merrill