Broadcom · Google · Claude Code · OpenAI · The Register
Insert token to continue, confirms AI
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Barney Rubble points to bubble trouble.
Key facts
- This has pushed an annual inflation rate of 300-400 percent into the memory supply chain, damaging OEM economics in an already sticky market
- OPINION It is too early to call peak 2026, but if they allow midterms, it's hard to beat Caveman
- Fans of Douglas Adams can be forgiven for becoming uneasy here
- At the Shoe Event Horizon, there is nothing but shoe shops, civilization collapses, and everyone evolves into birds to avoid even thinking about feet
Summary
OPINION It is too early to call peak 2026, but if they allow midterms, it's hard to beat Caveman. Token minimization has been a set of techniques of interest for a while, something that's good to know yet a lot of faff if nobody's counting the cost. There are parallels with the changing importance of data compression in storage and transmission as the cost, capabilities, and demands on disks, networks, and memory evolved, and they should expect minimization to rapidly evolve to ease the expense of AI. It's a good indicator that in the area where LLMs have the most demonstrable effects on efficiency, in the production of hard, usable code, they cost too much, which has come as an unpleasant surprise to bean counters who had been told that AI = profit. Oh, and global economic convulsions.