# kaal:claim:6421319-010

**Claim.** If intelligence becomes post scarce, the binding constraint migrates rather than disappearing, moving to electricity, semiconductor fabrication, rare earth minerals, cooling water, and the compute infrastructure that converts material inputs into cognitive output.

**Type.** mechanism  **Support.** evidenced

**Holds when.**

- follows from constrained optimization theory: relaxing one constraint makes the next constraint binding

**Source quote.**

> If intelligence becomes post-scarce, the binding constraints migrate to the physical inputs that sustain it: electricity, semiconductor fabrication, rare-earth minerals, cooling water, and the compute infrastructure that converts these material inputs into cognitive output.

**From.** Wulf A. Kaal, *The Collapse of Scarcity Economics* (2026), II.D. The Binding-Constraint Cascade: Electricity, Compute, and the Risk of Scarcity Reorientation, page 11

**Cite as.** Wulf A. Kaal, The Collapse of Scarcity Economics (2026). SSRN: https://ssrn.com/abstract=6421319

**Verify.** sha256 of source PDF `0f4f68e56ee48bb8b2d73d3ab7fd96fa572e76c195694ffa740360704c1b172d` at https://raw.githubusercontent.com/wulfkaal/Academic-Papers/main/papers/pdf/Kaal%20-%202026%20-%20The%20Collapse%20of%20Scarcity%20Economics.pdf

**Failure mode.** Binding Constraint Cascade  (family: environmental-and-resource-cost)

**Topics.** economics

**Keywords.** binding-constraint, compute-infrastructure, energy, scarcity-migration

**Canonical form.** This markdown file is the canonical hashed representation of the claim. Its sha256 is the content hash used for attestation.