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The Constraint Capture Model, or CCM, is a framework for understanding the AI infrastructure era through the physical, industrial, electrical, material, and geopolitical constraints that determine where value may accrue. The paper argues that as AI demand scales, the most important opportunities may migrate toward the bottlenecks: power, cooling, fabrication, memory, packaging, interconnects, materials, and other critical layers beneath the model economy.
The Constraint Capture Model, or CCM, is a framework for understanding the AI infrastructure era through the physical, industrial, electrical, material, and geopolitical constraints that determine where value may accrue. The paper argues that as AI demand scales, the most important opportunities may migrate toward the bottlenecks: power, cooling, fabrication, memory, packaging, interconnects, materials, and other critical layers beneath the model economy.