159

THE METER

SECTION 03

ISSUE 001

PROJECTIONcompute6-12mconfidence / medium

Hardware-Aware Model Evaluation

Projection: NVIDIA separates prefill and decode, transfers KV state, and routes caches; Qualcomm emphasizes near-memory bandwidth, disaggregated inference, and bandwidth per watt. Model evaluation should therefore run on real serving stacks. The hypothesis is supported when hardware differences materially reorder models on throughput, tail latency, energy, or utilization.

Why this idea is here

What the evidence establishes.

NVIDIA documents separately scalable prefill and decode pools, KV-state transfer, cache-aware routing, and distributed inference; Qualcomm announces agentic CPUs, near-memory high-bandwidth compute, disaggregated inference, liquid-cooled racks, and claimed improvements in bandwidth per watt. These are source-backed premises for this inference; they do not by themselves prove broad adoption or the eventual outcome.

Source ledger

Read the sources.

  1. S01
    NVIDIA Dynamo: Disaggregated Serving

    official technical documentation / published 2026-07-09 / retrieved 2026-07-09

  2. S02
    Qualcomm Dragonfly Data Center Roadmap

    official hardware announcement / published 2026-06-24 / retrieved 2026-07-09

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