AI时代需新算力分配模型，揭示专用与通用硬件的平衡点

Classical Amdahl's Law conceptualized the limit of speedup for an era of fixed serial-parallel decomposition and homogeneous replication. Modern heterogeneous systems need a different conceptual framework: constrained resources must be allocated across heterogeneous hardware while workloads themselves change, with some stages becoming effectively bounded and others continuing to absorb additional effective compute. This paper reformulates Amdahl's Law around that shift. We replace processor count with an allocation variable, replace the classical parallel fraction with a value-scalable fraction, and model specialization by a relative efficiency ratio between dedicated and programmable compute. The resulting objective yields a finite collapse threshold. For a specialized efficiency ratio R, there is a critical scalable fraction S_c = 1 - 1/R beyond which the optimal allocation to specialization becomes zero. Equivalently, for a given scalable fraction S, the minimum efficiency ratio required to justify specialization is R_c = 1/(1-S). Thus, as value-scalable workload grows, over-customization faces a rising bar. The point is not that one hardware class simply defeats another, but that architecture must preserve a sufficiently programmable substrate against a moving frontier of work whose marginal gains keep scaling. In practice, that frontier is often sustained by software- and model-driven efficiency doublings rather than by fixed-function redesign alone. The model helps explain the migration of value-producing work toward learned late-stage computation and the shared design pressure that is making both GPUs and AI accelerators more programmable2