The TurboQuant Shock: Is the Memory Supercycle at Risk?
Strategic Intelligence · March 2026 The TurboQuant Efficiency Trap: Why HBM Demand is Decoupling from Market Fear Google’s breakthrough in KV-cache quantization sparked a memory stock sell-off. But history suggests we are witnessing the birth of an aggregate demand explosion. Markets typically react to technical efficiency gains as a threat to total resource consumption. On … Read more