Just 10% of people using AI heavily could strain inference infra as HBM costs skyrocket
XFreeze · x · 2026-10-03
XFreeze argues that only a tiny fraction of people currently use AI heavily, but even 10% of the population running models daily would mean hundreds of millions of users consuming enormous inference capacity.
He questions whether memory, compute, and infrastructure can support that much intelligence delivery, noting that high-bandwidth memory is "insanely scarce" with costs skyrocketing — adoption doesn't need to approach 90% for demand to go insane. The quoted post frames this as evidence we are "unbelievably stupidly early."
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