Equation 2 · AI Accelerator Architecture in 2035: Scenarios, Signals, and Falsifiable Predictions
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Symbol r_F
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subscript
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With 3.0 and 1.6 for DRAM bandwidth, (/)^{5.5} = (1.875)^{5.5} 32 : the ratio of peak arithmetic to memory bandwidth would be roughly 32 times higher in 2035 than in 2024 if the historical exponents hold exactly. Swap in interconnect bandwidth’s 1.4x rate and the same arithmetic gives (3.0/1.4)^{5.5} 66 . Neither number is a forecast; both are what the stated assumption implies, and the assumption — that both exponents stay fixed for eleven more years — is exactly the thing worth doubting. HBM4’s own arrival already shows one departure from smooth continuation: doubling per-stack bandwidth required doubling channel count as well as pin rate, and…
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With 3.0 and 1.6 for DRAM bandwidth, (/)^{5.5} = (1.875)^{5.5} 32 : the ratio of peak arithmetic to memory bandwidth would be roughly 32 times higher in 2035 than in 2024 if the historical exponents hold exactly. Swap in interconnect bandwidth’s 1.4x rate and the same arithmetic gives (3.0/1.4)^{5.5} 66 . Neither number is a forecast; both are what the stated assumption implies, and the assumption — that both exponents stay fixed for eleven more years — is exactly the thing worth doubting. HBM4’s own arrival already shows one departure from smooth continuation: doubling per-stack bandwidth required doubling channel count as well as pin rate, and the standard’s authors built in headroom (the relaxed 775-micrometre package thickness) specifically to avoid forcing hybrid bonding into HBM stacking before it is needed elsewhere [ 6 ] — a sign that bandwidth scaling and packaging scaling are coupled decisions, not independent curves.
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