Research · 06 · 28 April 2026
The physical floor — silicon BOM, energy, datacenter
The at-cost floor across silicon, memory, datacenter, energy, and utilization assumptions, with the exact sensitivity table inside.
Paid section
The full "The physical floor — silicon BOM, energy, datacenter" research appendix unlocks with the report.
Inference Insight is a paid report for builders and finance teams budgeting against volatile agentic AI usage. Buy the report to read every section, research appendix, sensitivity range, and source note.
Or jump back to pricing & what’s included.