AITomasz Tunguzabout 21 hours ago
Racing to Sustain Jevons' Paradox
3 min read
Hyperscalers declared AI capacity-constrained on Q2 2026 calls. HBM3e memory rose 20% and HBM4 is forecast to double, while B200 spot rentals held flat. Model makers are segmenting into premium, mid-market, and value tiers to sustain Jevons' paradox through the coming shock.
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