04:00
2026-07-09
machinebrief.com
artificial-intelligence
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
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains will restructure the sector, with incumbent cost ad…