QUANTA · EVIDENCE WALL
We don't need to convince you. We archive industry events against the five principles — and let the trend speak. Click a badge to filter.
Logic dies fabbed on advanced nodes become standard in HBM4 — "compute moves toward memory" enters the DRAM product roadmap itself.
Its Transfer Engine becomes the official KV connector for P/D disaggregation, then joins the PyTorch ecosystem — KV pooling becomes open infrastructure.
Private protocol to neutral governance in 13 months — the fastest standardization of a syscall surface in computing history.
The two DRAM giants jointly standardize low-power PIM; SK's roadmap pairs PIM with CXL by ~2028 — the exhibit-to-product divide gets paved.
Anthropic/OpenAI computer-use agents reach public beta; HarmonyOS Intents Kit registers app capabilities as system-level intents.
30 PFLOPS deliberately paired with GDDR7 instead of HBM, decode left to its HBM sibling — the incumbent productizes "two physics, two chips".
PCIe 6.2 ×8, dual-channel DDR5-8000; endorsed by Samsung/AMD/Intel — a Chinese company in the first tier of the CXL ecosystem.
NPUs/CPUs/DRAM/SSDs peer-connected without CPU mediation; ~3.6× memory capacity and ~2.1× bandwidth vs a comparable GPU rack. Rack-scale pooled memory, in production.
The biggest rival adopts a competitor's protocol — N×M adapter pain beats ecosystem moats.
GTC 2025: the vendor's own "disaggregated inference OS" — KV-aware routing across prefill/decode pools. Phase splitting becomes first-party.
The top storage venue crowns "organize the cluster around the cache" — the academy endorses the memory-centric route.
Typed schemas unify the model × tool surface — "schema is the ABI" goes from analogy to open protocol.
o1 opens the test-time-compute era (R1 open-sources it): token budgets shift massively to decode — enlarging the bandwidth-bound share of inference.
Tsinghua & Moonshot publish Kimi's serving platform: the cluster reorganized around the KV cache, with P/D split and pooled idle DRAM/SSD.
An ~3B on-device floor with escalation to Apple-silicon cloud — a two-tier degraded-mode design shipped to hundreds of millions of devices.
The paper version of this wall is §12 "Industry Trajectory", new in v2.
Inclusion bar: publicly verifiable product launches, awarded papers, standardization events — no rumors, no roadmap slideware. Continuously updated.