Infinite Limit

Comparing optical startup valuations with historical IPO revenue multiples, gross margins, and implied shipment volumes.

A reference post defining Amdahl’s law in words and mathematics.

Real systems approach limits long before theory reaches infinity.

Part I develops the roofline model, transformer intensity estimates, two-tier SRAM/HBM analysis, and the I/O ceiling for disaggregated memory.

Part II extends the intensity framework to inference and distributed training, then develops design implications and open research questions.