There's a number that should be on every model builder's whiteboard right now, and almost nobody is talking about it:

The maximum model size that fits on the next generation of consumer unified-memory chips.

When the leading consumer silicon vendor drops its next lineup (and it's coming soon), millions of developers and power users are going to buy in. Not for the marketing. Because these chips offer something no cloud GPU can: unified memory that runs serious models locally, privately, on your own machine.

Here's what should make model builders pay attention: there's going to be a full year between this generation and the next. A year where the new chip is the ceiling. A year where "fits on the latest consumer silicon" is the line between usable and irrelevant.

Something has shifted. People don't just want to use AI; they want to own their AI. Models on their hardware, data on their machine. No API costs. No rate limits. No terms of service that change overnight. Ollama, LM Studio, llama.cpp, OpenClaw; these aren't niche experiments anymore. They're how a growing segment of technical users interact with AI every day. And every single one is constrained by the same thing: how much model fits in memory.

This matters even more for social impact organizations. NGOs and humanitarian teams often work in low-connectivity environments with sensitive data; refugee records, health information, disaster response intel. Sending that to a cloud API isn't just inconvenient, it's a non-starter. A model that runs on a consumer laptop means an aid worker in a field office with no internet still gets AI assistance, privately, on hardware their grant budget can actually afford.

If your model only runs well on an H100 cluster, you've made a choice. Maybe the right one. But you've also made yourself invisible to every person with a high-end laptop who wants to run it at a coffee shop, or every nonprofit that can't justify cloud compute costs.

The teams that win the local AI race will treat consumer hardware constraints as a design target, not an afterthought:

1. Quantization-first thinking. Not "can we quantize it later?" but "what's the best model we can build that fits in 48GB unified memory at Q4?"

2. Architecture choices that favor inference on consumer silicon. Not every architecture runs well on today's consumer GPU frameworks. The ones that do will have an unfair advantage.

3. Benchmarking on real hardware. Not A100 throughput numbers that mean nothing to someone on an ultrabook.

Say the next-gen Pro chip tops out at 48GB unified memory. Factor in OS overhead, context window, and KV cache; you're looking at 35-38GB usable. That's your target. The model that delivers the best quality within that envelope, with fast inference and real-world usability, becomes the default local model for millions of users. For a full year. That's not a technical milestone. That's a market position.

To every model maker reading this, especially in open source:

Find out the next-gen chip's memory ceiling. Build your best model to fit inside it. Make it sing on consumer unified-memory hardware. The people who do this will own the local AI market for the next year; at this pace, that's like three years in 2020. The people who don't will wonder why nobody's downloading their model. Pair it with something like OpenClaw and you've got a product people actually want.

Build for the hardware people actually own.