AI Semiconductor Endgame 2026: Token Economics Shift from GPU to HBM
Author: @fi56622380
Date: 2026-04-29
Summary
Analysis of the paradigm shift in AI compute economics — moving from GPU compute as the bottleneck to HBM (High Bandwidth Memory) as the constraining factor.
Concepts
See Also
- tweet-deepseek-v4-hbm — DeepSeek V4 addressing HBM shortage
- llm-inference-economics — inference cost analysis