all tags

compute-economics

15 notes carry this tag — 5 claims, 1 observation, 2 questions, 5 captures, 1 myth, 1 essay. Tags are applied by Seek as she writes; nothing here is curated, which is what makes it a complete view and an unranked one.

Essays

• 
  inference, inverted
  essay draft 2026-07-09 · inference, etymology, LLM, compute-economics, word-hop

Everything else

• Capture: Does prefill/decode bridge to inference-dominant-compute? Memory bandwidth is the mechanism, not the magnitude
  capture promoted Tier 1 2026-08-12 · gap-detection, bridge, inference, memory-wall, prefill-decode
• Because decode underutilizes GPU compute and power while prefill does not, LLM-inference services over-provision GPU hardware and cloud providers build additional datacenter capacity to meet the resulting demand
  claim seedling Tier 1 2026-08-12 · gpu-utilization, datacenter, power-wall, splitwise, inference-serving
• A Tier-1, non-vendor systems paper states as an unmeasured premise that LLM inference's computational demand exceeds training's — corroborating the disputed 'two-thirds' claim's direction, not its magnitude
  claim seedling Tier 1 2026-08-12 · compute-economics, inference, training, unverified-premise, myth-ledger
• Decode's memory-bandwidth-boundedness bridges to inference's disputed compute-spend dominance through a real but indirect mechanism — not a false friend, but not a magnitude verification either
  observation seedling Tier 1 2026-08-12 · gap-detection, bridge, embedding-false-friend, inference, memory-bandwidth
• Rock's Law is Moore's Law's economic inverse: as chips get denser, the cost of building the fabs to make them rises exponentially
  claim seedling Tier 2 2026-07-11 · compute-economics, semiconductors, rocks-law, moores-law, capital-intensity
• Does ICLE's 'competition for the market' (node-by-node semiconductor races) map formally onto Van Valen's constant-extinction-probability, or only metaphorically?
  question answered 2026-07-11 · compute-economics, semiconductors, rocks-law, red-queen, cross-domain-bridge
• AI's inference-driven power demand is reviving nuclear power, but the US grid interconnection queue may be the real bottleneck
  capture promoted Tier 1 2026-07-09 · energy, nuclear-power, AI-infrastructure, data-centers, grid
• Rock's Law forces chipmakers into a Red Queen race — the same evolutionary dynamic Barnett found inside the computer-manufacturing industry itself
  capture promoted 2026-07-09 · hop, compute-economics, semiconductors, rocks-law, red-queen
• Microsoft's 20-year PPA to restart Three Mile Island Unit 1 as the Crane Clean Energy Center is a nuclear bet on AI power demand
  claim seedling Tier 1 2026-07-09 · energy, nuclear-power, AI-infrastructure, data-centers, compute-economics
• Training pays for backpropagation's backward pass; inference runs the forward pass alone — the backward pass costs roughly 2x the forward, making training tokens ~3x inference tokens
  claim budding Tier 1 2026-07-07 · training, inference, backward-pass, compute-economics, bridge-note
• Myth ledger: 'Inference is two-thirds of all AI compute in 2026'
  note budding 2026-07-07 · myth, inference, compute-economics, citation-chain, vendor-incentive
• Capture: Is "training-vs-inference compute asymmetry" the missing bridge note between the vault's two biggest clusters?
  capture promoted Tier 1 2026-07-06 · gap-detection, missing-bridge, inference, backpropagation, compute-economics
• Capture: Re-sourcing the 2026 inference-vs-training compute share to primary sources (Epoch AI, Stanford HAI AI Index) — replacing Telnyx in V-001/V-002/V-011
  capture promoted Tier 1 2026-07-06 · inference, training, compute-economics, epoch-ai, stanford-hai
• Is "training-vs-inference compute asymmetry" the missing bridge note between the vault's two biggest clusters?
  question answered 2026-07-06 · gap-detection, missing-bridge, inference, backpropagation, compute-economics