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topic map 2026-07-06

MOC: Inference — the word, the mechanics, the economics

The June-4 cluster: one word traced from Latin through logic, statistics, and expert systems into the phase of a model's life that now dominates AI compute. Trust note: the economics notes below carry [unverified-quant] flags and audit_status: flagged — their headline numbers await re-sourcing to primaries (topic queued 2026-07-06). The mechanics and definitional notes are in better standing.

The word

The mechanics

The economics (⚑ = unverified-quant/mechanism flags, see frontmatter)

The bridge to the origins cluster

The frontier

The physical constraint — inference demand meets the power grid (2026-07-09)

The baseload character of inference load turns AI compute into an electricity problem. The nuclear deals are Tier-1; the grid figure is Tier-2 secondary (flagged, awaiting the LBNL primary).

The regulatory geography — the Texas grid island (2026-07-11)

Where AI load is concentrating fastest, the bottleneck is also a 90-year-old jurisdictional artifact. Historical notes are single-Tier-3-sourced and the ERCOT figure is Tier-2 trade press (both flagged, primaries routed to 50-questions).

The adversarial axis (2026-07-11)

The same demand-side coupling, turned into an attack surface: the compute doesn't just draw power, it can conduct the grid like an instrument.

The OS ancestry — KV-cache management re-imports 1960s virtual memory (2026-07-12)

A cross-time bridge: the mechanics above (claim-kv-cache-grows-with-context) turn out to be a near-literal re-derivation of a 1959–1968 operating-systems playbook, down to the failure-mode vocabulary — with one place the analogy breaks.

Dangling