GLM — Field Evidence
paperUnverified
GLM · GLM · adoption
Field note
Memory Scarcity, Open Models, and the Restructuring of the AI Industry, 2026-2030 -- A quantitative scenario analysis of inference economics, training-cost divergence, and infrastructure solvency — We analyze how four forces restructure the AI industry over 2026-2030: the DRAM/HB
collected 2026-07-09original 2026-07-08
Does this shift the US–China race?
Be the first to call it
Impact on the index
Open weights · minor
China +23Open +15
Directional contribution — before recency decay and per-type diminishing returns. How it works →
Related Front
US vs ChinaLikely
U.S. FrontiervsChina Open-Weight
Likely — capability gap narrowing on common tasks
Letters from the Front
Be the first to file a report.