🧠 Governing Dynamic: The AI platform transition generates its own demand. More AI → more tokens → more compute → more memory → more optics. This self-reinforcing cycle is bounded only by physical manufacturing capacity (ASML machines, TSMC packaging, fab space) — which is constrained through 2030.
SI-CTRL analysis: This is not a product cycle. It is a platform transition. Revenue models based on gradual growth curves understate the Rubin step-function.