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PRIMAL SIGNAL / Independent technical intelligence

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Research area

AI & Compute

Follow the technologies, economics and constraints behind the story.

Conceptual AI-generated illustration connecting electrical infrastructure, AI server capacity and the replacement cycle of computing equipment; not an engineering drawing.

ai and compute

Cheap tokens, expensive capacity

A sourced examination of AI's compute bottleneck, with editable GPU economics, a demand-rebound model and an investor's cash-flow checklist.

22 Oct 2026Reader access