Analysts argue cheaper cognition summons more silicon, not less

Claim

The reflexive fear that K3's lean attention dooms Nvidia gets it backwards, since its 2.8 trillion parameters spread 896 experts across racks starved for bandwidth, and Jevons' Paradox means cheaper cognition summons more silicon rather than less.

Reported metric: 896 experts

Reporting date: 2026-07-18 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to July 18, 2026 (theinnermostloop.substack.com)