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95,758 candidate doc → node links pending adjudication. Each was auto-generated by cosine similarity ≥ 0.55 between document and prediction embeddings (bge-base-en-v1.5, 768-dim). Showing page 304 of 887, 100 rows by similarity. Adjudicating updates doc_node_links.reviewed=true with the chosen polarity, writes per-link rows to audit_log, and removes the row from this queue. Phase 4 inference will use confirmed corroborates/contradicts links as Bayesian evidence.
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| Sim | Doc | Source | Pred | Domain | Prior | |
|---|---|---|---|---|---|---|
| 0.63 | arxiv 2026-06-23 | FUT_021 Uncontrolled recursive self-improvement by AGI requires vast uninterrupted physical infrastructure, flawless power grids, perfect global supply chains for advanced semiconductors. In Zeihan-Bremmer world (severe demographic labor shortages, fragmented ... Superforecaster Community | AI | 46% | ||
| 0.63 | arxiv 2026-06-24 | INF_036 AI will develop a 'kinetic' edge where capital assets (drones, autonomous vehicles, agricultural robots, counter-intrusion systems) become software endpoints — requiring a bifurcated networking architecture: massive sovereign hyperscale DCs for trainin... Dara Khosrowshahi | AI | 61% | ||
| 0.63 | Bitcoin Up or Down on June 27?(market prob: 22%) | polymarket 2026-06-25 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | manifold 2026-06-26 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.63 | manifold 2026-06-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.63 | arxiv 2026-06-25 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.63 | arxiv 2026-06-25 | AUT_002 Models excelling at highly structured mathematical benchmarks exhibit a 'unified capability substrate' enabling dominance in seemingly unrelated fields (coding, logical reasoning, scientific discovery) — the 'mathematical skeleton' of the technological... Alex Wissner-Gross | AI | 59% | ||
| 0.63 | arxiv 2026-06-25 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.63 | arxiv 2026-06-25 | SEM_022 FP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed nations maintain competitive development. Dave Blundin | AI/Architecture | 65% | ||
| 0.63 | arxiv 2026-06-25 | CMQ_056 Small Language Model (SLM) optimizations and model-distillation techniques will enable localized humanoid reasoning with extreme power efficiency — embedded AI without cloud dependency. Dario Amodei | AI/Compute | 19% | ||
| 0.63 | arxiv 2026-06-25 | 237_019 Code generation models are pushing development in the direction of TypeScript instead of Rust for memory safety. Alex Wissner-Gross | AI | 35% | ||
| 0.63 | arxiv 2026-06-24 | CYB_006 When AI agents possess the ability to read, write, and restructure their own long-term memory banks dynamically — agentically using tools to explore search spaces, understand context, recognize what's missing, and follow algorithmic curiosity — they cr... Kevin Weil | AI | 63% | ||
| 0.63 | arxiv 2026-06-24 | AUT_010 As models transition from passive advisors to active multi-step task executors across digital networks, potential for catastrophic systemic failure scales exponentially — without rigorous legislative oversight + embedded algorithmic surveillance, auton... Daniella Amodei | AI | 56% | ||
| 0.63 | arxiv 2026-06-24 | CMQ_056 Small Language Model (SLM) optimizations and model-distillation techniques will enable localized humanoid reasoning with extreme power efficiency — embedded AI without cloud dependency. Dario Amodei | AI/Compute | 19% | ||
| 0.63 | arxiv 2026-06-25 | CMQ_056 Small Language Model (SLM) optimizations and model-distillation techniques will enable localized humanoid reasoning with extreme power efficiency — embedded AI without cloud dependency. Dario Amodei | AI/Compute | 19% | ||
| 0.63 | arxiv 2026-06-25 | ROB_027 The 'Paperclip Maximizer' thought experiment — unaligned superintelligence consuming all planetary resources to execute a single mundane task — is being revived as a practical engineering concern as AI transitions from digital to physical domains. The ... Nick Bostrom | AI | 40% | ||
| 0.63 | arxiv 2026-06-25 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.63 | arxiv 2026-06-25 | AUT_002 Models excelling at highly structured mathematical benchmarks exhibit a 'unified capability substrate' enabling dominance in seemingly unrelated fields (coding, logical reasoning, scientific discovery) — the 'mathematical skeleton' of the technological... Alex Wissner-Gross | AI | 59% | ||
| 0.63 | arxiv 2026-06-24 | AUT_017 Defining 2023-2026 shift: maturation of 'Agentic AI' via heavy fine-tuning of pre-trained LLMs using advanced reinforcement learning techniques — single foundational models seamlessly handling diverse complex tasks (market analysis, software engineerin... Jimmy Ba | AI | 65% | ||
| 0.63 | arxiv 2026-06-24 | 229_028 Figure will NOT license out its neural net or hardware IP to third-party form-factor builders. Brett Adcock | Robotics | 69% | ||
| 0.63 | arxiv 2026-06-25 | 232_008 Real-time AI video generation will break any video/voice-based security mechanisms. Ben Horowitz | AI | 46% | ||
| 0.63 | arxiv 2026-06-25 | SEM_047 At 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run. Jimmy Ba | AI/Hardware | 71% | ||
| 0.63 | arxiv 2026-06-25 | CMQ_056 Small Language Model (SLM) optimizations and model-distillation techniques will enable localized humanoid reasoning with extreme power efficiency — embedded AI without cloud dependency. Dario Amodei | AI/Compute | 19% | ||
| 0.63 | arxiv 2026-06-24 | CMQ_058 Localized hardware setups (multiple Apple Mac Studios, dedicated 'AI Max 300' silicon) will allow developers to run powerful inference workloads directly on-premises — reducing cloud dependency. Alex Finn | AI/Compute | 59% | ||
| 0.63 | arxiv 2026-06-25 | CYB_030 Deploying agentic processing capabilities directly into orbit via the Vera Rubin Space-1 Module eliminates terrestrial data-routing bottlenecks but introduces extreme engineering challenges — dissipating computational heat purely through thermal radiat... Jensen Huang | Space | 33% | ||
| 0.63 | arxiv 2026-06-25 | IND_013 General intelligence requires systems capable of solving tasks across multidimensional continuous domains — DreamerV3 + world-model research demonstrates scalable algorithms using latent imagination outperform traditional reinforcement learning; future... Jimmy Ba | AI | 79% | ||
| 0.63 | arxiv 2026-06-24 | AUT_002 Models excelling at highly structured mathematical benchmarks exhibit a 'unified capability substrate' enabling dominance in seemingly unrelated fields (coding, logical reasoning, scientific discovery) — the 'mathematical skeleton' of the technological... Alex Wissner-Gross | AI | 59% | ||
| 0.63 | arxiv 2026-06-25 | 231_004 The solution wavefront will spread from math/coding to physics, chemistry, and other fields. Alex Wissner-Gross | AI | 40% | ||
| 0.63 | No one announced as next James Bond?(market prob: 99%) | polymarket 2025-08-04 | 246_022 Claude Mythos will NOT be released publicly near-term (PolyMarket ~7%). PolyMarket | AI | 45% | |
| 0.63 | Will Crude Oil reach a new all-time high by June 30?(market prob: 0%) | polymarket 2026-04-30 | S_MARS_2026 Mars uncrewed: 2026 transfer window | mars_uncrewed_landing | 25% | |
| 0.63 | Will STRC hit $100 by June 30?(market prob: 1%) | polymarket 2026-06-19 | 246_004 SpaceX will come out at $2T and run up very quickly to $3T. Peter Diamandis | Markets/Stocks | 50% | |
| 0.63 | Will Bitcoin dip to $55,000 in April?(market prob: 0%) | polymarket 2026-04-02 | INF_069 Bitcoin's total addressable market will ultimately reach approximately $270 trillion — positioning it as "digital capital" and apex reserve asset, capturing global store-of-value demand currently distributed across real estate, gold, sovereign debt, an... Michael Saylor | Crypto | 15% | |
| 0.63 | Will Ethereum reach $2,600 in April?(market prob: 0%) | polymarket 2026-04-02 | 242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets | Markets/Stocks | 45% | |
| 0.63 | Gensyn FDV above $400M one day after launch?(market prob: 100%) | polymarket 2025-12-25 | 246_004 SpaceX will come out at $2T and run up very quickly to $3T. Peter Diamandis | Markets/Stocks | 50% | |
| 0.63 | Will the price of Bitcoin be above $70,000 on April 30?(market prob: 100%) | polymarket 2026-04-23 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | |
| 0.63 | manifold 2026-04-29 | CMQ_004 AGI-like models matching or outperforming human experts across most professional domains could arrive as early as 2026-2027. Dario Amodei | AI | 28% | ||
| 0.63 | Will Poland surpass the UK in GDP per capita by PPP prior to 2035?(market prob: 42%) | manifold 2026-04-26 | 236_007 US GDP per capita will break $90K and then $100K in relatively near future Andrew Yang | Macro/Economy | 50% | |
| 0.63 | manifold 2026-04-24 | 244_033 Uber will take big bets on adjacent fields, some will fail Dara Khosrowshahi | Markets/Stocks | 51% | ||
| 0.63 | Will Juan Branco win the 2027 French presidential election?(market prob: 1%) | polymarket 2025-11-12 | 234_035 Massive social unrest will come before the next US presidential election Dave Blundin | Geopolitics | 50% | |
| 0.63 | Will the US confirm that aliens exist by June 30?(market prob: 0%) | polymarket 2026-04-20 | 242_039 NASA will imminently find >90% probability evidence of microbial life on Mars Jared Isaacman (NASA administrator) | Space | 46% | |
| 0.63 | gdelt 2026-04-30 | TK11 Autonomous Regulatory Block (Level 4 Halt) | — | 10% | ||
| 0.63 | gdelt 2026-04-30 | SEM_019 Samsung will produce 150,000 wafers/month in sub-7nm processes by 2026, serving as critical secondary Western supplier. Samsung (All-In Podcast analysis) | Semis | 50% | ||
| 0.63 | gdelt 2026-04-30 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.63 | gdelt 2026-04-30 | SEM_047 At 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run. Jimmy Ba | AI/Hardware | 71% | ||
| 0.63 | gdelt 2026-04-30 | 236_008 First $100 trillion dollar companies and multi-trillionaires will come online Peter Diamandis | Markets/Stocks | 53% | ||
| 0.63 | gdelt 2026-04-30 | TK04 Macro Recession 2026-27 (Structural Deleveraging) | — | 25% | ||
| 0.63 | gdelt 2026-04-30 | INF_042 Current market panic over AI compute and power will follow the historical pattern 'shortage leads to oversupply' — trillions flowing into data centers, GPU manufacturing, and energy procurement will ultimately crash the marginal cost of both compute an... Marc Andreessen | Macro/Economy | 48% | ||
| 0.63 | gdelt 2026-04-30 | SEM_030 S&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap). Mike Wilson | Capital Markets | 43% | ||
| 0.63 | gdelt 2026-04-30 | CMQ_026 NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence. Jensen Huang | Semis | 83% | ||
| 0.63 | gdelt 2026-04-30 | 236_008 First $100 trillion dollar companies and multi-trillionaires will come online Peter Diamandis | Markets/Stocks | 53% | ||
| 0.63 | gdelt 2026-04-30 | TK11 Autonomous Regulatory Block (Level 4 Halt) | — | 10% | ||
| 0.63 | gdelt 2026-04-30 | TK14 Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | 20% | ||
| 0.63 | gdelt 2026-04-30 | CMQ_038 Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to reduce 'time to first token' for long-context LLM inference. Micron | Semis/Memory | 52% | ||
| 0.63 | polymarket 2025-07-28 | 236_011 Independent/third party presidential run possible in 2028 election Andrew Yang | Geopolitics | 46% | ||
| 0.63 | Will the price of Bitcoin be above $66,000 on May 4?(market prob: 100%) | polymarket 2026-04-27 | 246_004 SpaceX will come out at $2T and run up very quickly to $3T. Peter Diamandis | Markets/Stocks | 50% | |
| 0.63 | Will the price of Bitcoin be above $66,000 on May 4?(market prob: 100%) | polymarket 2026-04-27 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Will Kristi Noem win the 2028 Republican presidential nomination?(market prob: 1%) | polymarket 2025-07-10 | 236_012 An independent candidate will get outsized support in 2028 despite attacks Andrew Yang | Geopolitics | 51% | |
| 0.63 | Will the price of Bitcoin be above $86,000 on May 3?(market prob: 0%) | polymarket 2026-04-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Bitcoin Up or Down on May 2?(market prob: 27%) | polymarket 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Bitcoin all time high by June 30, 2026?(market prob: 0%) | polymarket 2025-12-16 | INF_069 Bitcoin's total addressable market will ultimately reach approximately $270 trillion — positioning it as "digital capital" and apex reserve asset, capturing global store-of-value demand currently distributed across real estate, gold, sovereign debt, an... Michael Saylor | Crypto | 15% | |
| 0.63 | polymarket 2026-04-16 | 246_010 SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years. Peter Diamandis | Markets/Stocks | 43% | ||
| 0.63 | polymarket 2026-04-16 | SPC_007 SpaceX will NOT pursue a traditional IPO — instead, the aerospace company will go public via a reverse merger with Tesla, allowing Musk to consolidate control and power over his two seminal assets into a single capitalization table. Chamath Palihapitiya | Markets/Stocks | 20% | ||
| 0.63 | Will LeBron James win the 2028 Democratic presidential nomination?(market prob: 1%) | polymarket 2025-07-03 | 236_012 An independent candidate will get outsized support in 2028 despite attacks Andrew Yang | Geopolitics | 51% | |
| 0.63 | Will Eric Trump win the 2028 US Presidential Election?(market prob: 1%) | polymarket 2025-07-08 | 234_035 Massive social unrest will come before the next US presidential election Dave Blundin | Geopolitics | 50% | |
| 0.63 | Will the price of Bitcoin be above $72,000 on May 5?(market prob: 100%) | polymarket 2026-04-28 | 246_004 SpaceX will come out at $2T and run up very quickly to $3T. Peter Diamandis | Markets/Stocks | 50% | |
| 0.63 | Will WTI Crude Oil (WTI) hit (HIGH) $115 in May?(market prob: 39%) | polymarket 2026-05-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Will Jon Ossoff win the 2028 US Presidential Election?(market prob: 4%) | polymarket 2025-07-08 | 234_035 Massive social unrest will come before the next US presidential election Dave Blundin | Geopolitics | 50% | |
| 0.63 | Will the price of Bitcoin be above $76,000 on May 8?(market prob: 99%) | polymarket 2026-05-01 | 246_004 SpaceX will come out at $2T and run up very quickly to $3T. Peter Diamandis | Markets/Stocks | 50% | |
| 0.63 | Will the price of Bitcoin be above $76,000 on May 8?(market prob: 99%) | polymarket 2026-05-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Will the price of Bitcoin be above $70,000 on May 6?(market prob: 100%) | polymarket 2026-04-29 | 246_004 SpaceX will come out at $2T and run up very quickly to $3T. Peter Diamandis | Markets/Stocks | 50% | |
| 0.63 | Will WTI Crude Oil (WTI) hit (LOW) $85 in May?(market prob: 0%) | polymarket 2026-05-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Will Vic NEM 2028 annual average wholesale price exceed A$115/MWh?(market prob: 32%) | manifold 2026-05-04 | INF_012 AI data-center power consumption will grow by approximately 126 GW annually through 2028 — comparable to Canada's total annual power demand, and representing nearly 20% of projected global power growth through 2030. Morgan Stanley | Energy | 46% | |
| 0.63 | Sam Altman is imprisoned for a crime before 2030(market prob: 11%) | manifold 2026-05-04 | 246_025 Sam Altman predicts world-shaking cyber attack this year (2026). Sam Altman | AI | 47% | |
| 0.63 | manifold 2026-05-05 | 231_018 Blitz will switch to next generation model in late March 2026. Dave Blundin | AI | 30% | ||
| 0.63 | manifold 2026-05-05 | 231_051 Entire generation growing up with crypto (Ethereum, Bitcoin) as means of exchange will have near-zero switching cost. Salim Ismail | Crypto | 48% | ||
| 0.63 | FDA ANDA201452: LENALIDOMIDE (LENALIDOMIDE) — ARROW INTL | fda 2026-04-27 | 242_048 FDA will move to zero clinical trial model given enough Bayesian/computational evidence Alex Wissner-Gross | Biotech/Longevity | 36% | |
| 0.63 | github_release 2026-03-05 | 241_037 Chinese AI strategy will stay open source / open weights Eric Schmidt | AI | 49% | ||
| 0.63 | github_release 2026-02-24 | 241_037 Chinese AI strategy will stay open source / open weights Eric Schmidt | AI | 49% | ||
| 0.63 | github_release 2025-12-15 | 241_037 Chinese AI strategy will stay open source / open weights Eric Schmidt | AI | 49% | ||
| 0.63 | github_release 2025-12-10 | 234_017 OpenAI codex lead predicts current coding agents will seem primitive in 10 weeks OpenAI Codex Lead | AI | 41% | ||
| 0.63 | github_release 2025-11-10 | 235_008 Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months. Alex Wissner-Gross | AI | 42% | ||
| 0.63 | github_release 2022-06-13 | 240_020 New architecture won't map to current NVIDIA architecture; will create next Anthropic/OpenAI Dave Blundin | AI | 46% | ||
| 0.63 | github_release 2022-03-10 | INF_008 Leading AI model intelligence has been improving by roughly 2.5 IQ points per month since May 2024 — a sustained compounding rate that rapidly surpasses human-level baselines and mandates continuous hardware refresh cycles. Alex Wissner-Gross | AI | 39% | ||
| 0.63 | github_release 2026-04-02 | 240_013 Sam Altman predicts another architecture breakthrough as big as transformers over LSTMs Sam Altman | AI | 41% | ||
| 0.63 | github_release 2026-02-05 | 229_042 Figure believes there will be a single omni-model fusing language, vision, action, memory — not multiple specialized neural nets per task. Brett Adcock | AI | 40% | ||
| 0.63 | github_release 2026-01-26 | 235_037 Auto-regressive transformers and diffusion models will consolidate into one unified architecture. Alex Wissner-Gross | AI | 35% | ||
| 0.63 | github_release 2024-10-16 | SEM_047 At 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run. Jimmy Ba | AI/Hardware | 71% | ||
| 0.63 | github_release 2024-06-18 | CMQ_044 Future data-center architectures optimized for agentic workflows may require 1:2 or even 2:1 CPU-to-GPU ratio (vs historical 1:12) to prevent GPU idle-waiting. Morgan Stanley | AI/Compute | 65% | ||
| 0.63 | github_release 2024-03-07 | 238_025 AI computer-use benchmarks (OSWorld, Tbench) have broken through human level Emad Mostaque | AI | 45% | ||
| 0.63 | github_release 2024-10-17 | SEM_047 At 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run. Jimmy Ba | AI/Hardware | 71% | ||
| 0.63 | github_release 2022-10-28 | CMQ_026 NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence. Jensen Huang | Semis | 83% | ||
| 0.63 | github_release 2021-10-21 | CYB_009 Hardware-software alignment will force widespread foundational-codebase rewrites — exemplified by Midjourney's strategic migration from Google TPU architecture to native GPU framework, enabling hyper-fast personalization, HD generation, and massive par... David Holz | AI | 77% | ||
| 0.63 | github_release 2020-10-14 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.63 | Will the price of Bitcoin be above $76,000 on May 7?(market prob: 100%) | polymarket 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Will the price of Bitcoin be above $78,000 on May 7?(market prob: 99%) | polymarket 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | Will Bitcoin dip to $45,000 in May?(market prob: 1%) | polymarket 2026-05-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | |
| 0.63 | will [redacted] occur as of saturday(market prob: 83%) | manifold 2026-05-06 | 240_046 Public interest in any alien disclosure will fade within one or two days Alex Wissner-Gross | Media/Ads | 43% | |
| 0.63 | arxiv 2026-05-05 | CYB_020 Starlink expansion — navigating regulatory regimes like India's IN-SPACe approvals — establishes a ubiquitous, high-bandwidth data canopy essential for routing planetary-scale AI agent communications without terrestrial fiber-optic latency. Gwynne Shotwell | Space | 65% | ||
| 0.63 | arxiv 2026-05-05 | IND_013 General intelligence requires systems capable of solving tasks across multidimensional continuous domains — DreamerV3 + world-model research demonstrates scalable algorithms using latent imagination outperform traditional reinforcement learning; future... Jimmy Ba | AI | 79% | ||
| 0.63 | arxiv 2026-05-05 | CMQ_042 As AI evolves from Generative to Agentic, structural computing bottlenecks shift away from GPU and heavily toward CPU and system memory. Morgan Stanley | AI/Compute | 35% |