Hardware Bottlenecks Persist

A plausible downside is that battery life, memory bandwidth, model compression and heat dissipation limit practical deployment of 100B-parameter models on phones. Investors would treat the headline as directionally important but too optimistic on timing, reducing enthusiasm for near-term handset upgrade cycles.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.