{
  "agreement_score": 97.33,
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  "demand": {
    "components": [
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        "component": "usage_growth",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
        "evidence_class": "retrospective_proxy",
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        "label": "Inference usage / spend growth",
        "observation_age_days": 0,
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        "age_days": null,
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        "component": "adoption_breadth",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
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        "label": "Open-model adoption breadth",
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        "age_days": null,
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        "component": "unit_cost_deflation",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
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        "label": "Provider unit-cost deflation",
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        "age_days": null,
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        "component": "capital_commitment",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
        "evidence_class": "retrospective_proxy",
        "exclusion_reason": null,
        "included": true,
        "knowledge_time": "2026-07-10T00:00:00",
        "label": "Hyperscaler capital commitment",
        "observation_age_days": 0,
        "raw_label": null,
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        "source_coverage": 1.0,
        "source_members_expected": [],
        "source_members_present": [],
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        "age_days": null,
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        "component": "committed_pipeline",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
        "evidence_class": "retrospective_proxy",
        "exclusion_reason": null,
        "included": true,
        "knowledge_time": "2026-07-10T00:00:00",
        "label": "Committed data-center pipeline",
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    "label": "Demand intensity",
    "score": 29.1,
    "state": "low"
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  "diffusion_index": 27.77,
  "dispersion_band": [
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  "fixture": false,
  "freshness": {
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    "report": "retrospective proxy reconstruction; not point-in-time publication eligible"
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  "generated_at": "2018-12-31T00:00:00",
  "jevons_scenarios": {
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      "peak_desired_gw": 6177.0,
      "peak_desired_year": 2031,
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      "peak_desired_year": 2030,
      "regime_flip_year": 2031
    }
  },
  "methodology_version": "2026-07-10.v1",
  "print_id": "2018-12-31",
  "rationale": "Demand is low at 29.1/100 (100% coverage); supply is loose at 26.4/100 (100%). The 2.7-point axis spread implies 97.3/100 agreement.",
  "schema_version": "1.0.0",
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  "status": "replay_proxy",
  "supply": {
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        "component": "supply_cycle_gate",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
        "evidence_class": "retrospective_proxy",
        "exclusion_reason": null,
        "included": true,
        "knowledge_time": "2026-07-10T00:00:00",
        "label": "Fused component-cycle gate",
        "observation_age_days": 0,
        "raw_label": "BREAKING",
        "raw_value": null,
        "score": 10.0,
        "source_coverage": 1.0,
        "source_members_expected": [],
        "source_members_present": [],
        "source_url": "docs/research-directions.md#135-de-rated-choke-re-entry-gate-frozen-2026-07-06-before-any-code-or-position",
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        "age_days": null,
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        "component": "chokepoint_tension",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
        "evidence_class": "retrospective_proxy",
        "exclusion_reason": null,
        "included": true,
        "knowledge_time": "2026-07-10T00:00:00",
        "label": "Chokepoint tension",
        "observation_age_days": 0,
        "raw_label": null,
        "raw_value": 0.53,
        "score": 54.28571428571429,
        "source_coverage": 1.0,
        "source_members_expected": [],
        "source_members_present": [],
        "source_url": "docs/research-directions.md#135-de-rated-choke-re-entry-gate-frozen-2026-07-06-before-any-code-or-position",
        "weight": 0.3333333333333333
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      {
        "age_days": null,
        "as_of": "2018-12-31",
        "component": "relief_window_tension",
        "detail": "2018 MLCC retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence",
        "evidence_class": "retrospective_proxy",
        "exclusion_reason": null,
        "included": true,
        "knowledge_time": "2026-07-10T00:00:00",
        "label": "Capacity relief-window tension",
        "observation_age_days": 0,
        "raw_label": null,
        "raw_value": 0.29,
        "score": 14.999999999999995,
        "source_coverage": 1.0,
        "source_members_expected": [],
        "source_members_present": [],
        "source_url": "docs/research-directions.md#135-de-rated-choke-re-entry-gate-frozen-2026-07-06-before-any-code-or-position",
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    "coverage": 1.0,
    "label": "Supply tightness",
    "score": 26.43,
    "state": "loose"
  },
  "verdict": "SUPPLY_GLUT"
}
