An interactive research page reconstructing the 1985–2026 inference-silicon cycle in six windows, with dated primary sources, survivor records, and two closing scenarios. This case was generated by Kimi K3.
A six-window reconstruction of the 1985–2026 inference-silicon cycle with dated primary sources and two closing scenarios.
Try Deep ResearchBuild an English interactive research page 'Forty-Two Years of Inference Silicon'. Slice the 1985–2026 custom-compute industry into six time windows and reconstruct the evidence observable at each moment: three generations of challengers entering, two shakeouts, and exits that come through acquisition rather than bankruptcy. The core chapter compares the 1995–2000 optical-networking boom with the 2023–2026 inference-silicon boom, arguing that constraints have moved from fabs to HBM, advanced packaging, and the power grid. Magazine-grade English long-form layout, timeline navigation, every chart traceable to a dated primary source, closing with two scenarios, three bold hypotheses, and eight signposts, plus a clear not-investment-advice disclaimer. Single self-contained HTML file that works offline.
Same six-window structure and evidence chain, rendered as a natural Chinese research page.
Try Deep ResearchBuild an English interactive research page 'Forty-Two Years of Inference Silicon'. Slice the 1985–2026 custom-compute industry into six time windows and reconstruct the evidence observable at each moment: three generations of challengers entering, two shakeouts, and exits that come through acquisition rather than bankruptcy. The core chapter compares the 1995–2000 optical-networking boom with the 2023–2026 inference-silicon boom, arguing that constraints have moved from fabs to HBM, advanced packaging, and the power grid. Magazine-grade English long-form layout, timeline navigation, every chart traceable to a dated primary source, closing with two scenarios, three bold hypotheses, and eight signposts, plus a clear not-investment-advice disclaimer. Single self-contained HTML file that works offline.Rebuild the cycle study around DRAM and NAND: six windows, shakeouts, and the AI-driven HBM upcycle.
Try Deep ResearchBuild an English interactive research page 'Forty-Two Years of Inference Silicon'. Slice the 1985–2026 custom-compute industry into six time windows and reconstruct the evidence observable at each moment: three generations of challengers entering, two shakeouts, and exits that come through acquisition rather than bankruptcy. The core chapter compares the 1995–2000 optical-networking boom with the 2023–2026 inference-silicon boom, arguing that constraints have moved from fabs to HBM, advanced packaging, and the power grid. Magazine-grade English long-form layout, timeline navigation, every chart traceable to a dated primary source, closing with two scenarios, three bold hypotheses, and eight signposts, plus a clear not-investment-advice disclaimer. Single self-contained HTML file that works offline.Add an interactive module to compare two or three chip companies window by window, with sourced events.
Try Deep ResearchBuild an English interactive research page 'Forty-Two Years of Inference Silicon'. Slice the 1985–2026 custom-compute industry into six time windows and reconstruct the evidence observable at each moment: three generations of challengers entering, two shakeouts, and exits that come through acquisition rather than bankruptcy. The core chapter compares the 1995–2000 optical-networking boom with the 2023–2026 inference-silicon boom, arguing that constraints have moved from fabs to HBM, advanced packaging, and the power grid. Magazine-grade English long-form layout, timeline navigation, every chart traceable to a dated primary source, closing with two scenarios, three bold hypotheses, and eight signposts, plus a clear not-investment-advice disclaimer. Single self-contained HTML file that works offline.