Delta SC 2025
The load-bearing baseline: memory MTBE deficit, the 512-row cap, the generation inversion, and the bathtub curve. Architecture-level findings only.
Data & methodology register
The baseline is public and therefore not the differentiator. The register records what the published literature supports, what the statistical machinery guarantees, and the two data assets no public dataset contains. Sources carry their licenses and are re-verified on a fixed cadence.
The split
Public datasets give a credible condition and wear baseline. That baseline is available to everyone, which is exactly why it is not the moat. The moat is two data assets that exist in no public dataset and can only be built forward.
Sets the method, the priors, and what counts as normal versus degraded.
Two assets the public literature is missing, both compounding and un-backfillable.
History can only be built forward. An asset met at its third sale can never carry a born-on record, so early coverage compounds into a lead a later entrant cannot reproduce.
Field reliability studies
The public lifetime arc runs from K20X on Titan, through V100 on Summit, to MI250X on Frontier, and is extended to H100 only as statistics by Delta and the hyperscale cluster reports. There is still no public per-unit, serial-level, multi-year H100 or Blackwell lifetime dataset. The register uses each study for what it can support and nothing more.
The load-bearing baseline: memory MTBE deficit, the 512-row cap, the generation inversion, and the bathtub curve. Architecture-level findings only.
The direction of the power-to-error relationship: double-bit errors track sustained high-power modes, not higher temperature.
The survival-analysis method under heavy right-censoring, and the identification of fallen-off-bus as connector fatigue. Method, not hazard rates.
Extends the public lifetime arc to a current AMD accelerator and anchors cross-vendor generality of method.
HBM error patterns distinct from DRAM: spatial locality, column and through-silicon-via failures, hierarchical structure. A cross-vendor memory prior.
Memory errors are dominated by hard, permanent faults, and one correctable error predicts another. The basis for a monotone wear model.
Population priors and aggregate validation targets only. Cluster-level, never a per-unit condition.
Corruption depends on voltage, frequency, temperature, and life cycle, and appears only after months. Justifies a measured pass or fail, never a population rate per asset.
Raw telemetry from the load-bearing study is withheld by its authors; the statistics and pipeline are public under a permissive research license. Voltry records the license and access terms per source and never restates a withheld figure as if it were its own measurement.
Statistical methodology
The modeled track uses methods with a long validation record and standard, checkable metrics. The point is not novelty in the statistics; it is that each method is the right tool for a monotone, censored, time-to-event problem, and that its guarantees are stated rather than assumed.
A banded trajectory with a stated coverage guarantee and a measured transfer-error inflation.
Discrimination is reported with time-dependent concordance, calibration with the integrated Brier score and predicted-versus-observed survival curves, and coverage with empirical-versus-nominal diagnostics per generation. A band that under-covers is a failed band.
Full source provenance, access notes, and the data-to-dimension calibration map are maintained in the Voltry Baseline Data and Methodology Register, version 2.0. Every modeled field on a certificate traces back to a row in it, and the signed evidence bundle attached to each certificate lets a third party recompute the modeled fields and reproduce the bands.