econ.GN · 2026-07-09 · No. 48

General Economics, 2026-07-09.

1 new papers in econ.GN. Titles, authors, abstracts. Links to arXiv. Want this in your inbox every morning? Subscribe →

01 — The papers

1 entries
  1. 01

    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

    Satoshi Matsuoka

    econ.GN · cs.AI · cs.AR · cs.CE · cs.PF

    We analyze how four forces restructure the AI industry over 2026-2030: the DRAM/HBM price surge, frontier-capable open-weight models (GLM-5.2), rapid inference-efficiency gains (near-Shannon-limit KV-cache compression, lightweight local runtimes), and the entry of Meta and xAI into compute resale on fleets bought before the memory repricing. Formulating inference economics in dollars per petabyte of bandwidth delivered (\$/PB) --...

    arxiv.org/abs/2607.07207 · PDF

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