Hardware & Computing — Key Theses

2 theses·Avg conviction 7.5/10

The AI compute shortage is substantially a memory-movement shortage

7.0/10Medium-high . The directional claim is overwhelmingly supported (energy measurements, HBM margin structure, C-HBM4E roadmap, Qualcomm's UPMEM acquisition). The *magnitude* claim (60–90%) remains single-source in its specific framing and deserves independent benchmark replication

7.0/10

Last reviewed 2026-04-21

Reliability scaling is forcing memory intelligence regardless of commercial PIM adoption

8.0/10High . Physical disturbance mechanisms are peer-reviewed and exploited in the wild; DDR5 defenses are shipping; RowHammer paper won the 2024 Jean-Claude Laprie Award

8.0/10

Last reviewed 2026-04-21

How theses work

Each thesis has a conviction score (0–10) and a history of re-scores with reasons. A thesis is flagged stale if it hasn't been re-reviewed in 90 days — that's a signal evidence may have moved. Re-score by appending a new dated line under **History.** in the thesis markdown.