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The Structural Bottlenecks in the AI Data Center Supply Chain
Compute supply is set by the whole system, not any single component—where bottlenecks in power, packaging, memory, and networking dictate who captures…
Mar 23
•
Chris Zeoli
18
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Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Mar 5
•
Chris Zeoli
77
6
14
What does Palantir do?
Sep 25, 2024
•
Chris Zeoli
103
2
5
DeepSeek's R1 and AI Infrastructure Economics
Jan 27, 2025
•
Chris Zeoli
19
2
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Neoclouds and Why AI Compute Demand has Outgrown Hyperscaler Balance Sheets
Demand is compounding faster than any balance sheet — including trillion-dollar hyperscalers — can absorb
Mar 20
•
Chris Zeoli
17
4
Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Why Anthropic’s integration into hyperscaler silicon programs may give it a lasting advantage in the economics of frontier AI.
Mar 5
•
Chris Zeoli
77
6
14
The Great AI Power Shortage
The Structural Energy Shortage Inside AI Data Centers driving an energy boom
Feb 27
•
Chris Zeoli
12
RL Environments for Agentic AI: Who Will Win the Training & Verification Layer by 2030
Who Will Win the RL Environment Market—and Why
Jan 29
•
Chris Zeoli
25
6
1
Inference Economics 101: Reserved Compute versus Inference APIs
How utilization, performance diffusion, and deployment tradeoffs determine where durable value accumulates as AI inference scales from experimentation…
Dec 16, 2025
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Chris Zeoli
31
6
The AI Infrastructure Era: Profit in Act I, Build Moats for Act II
A framework for separating today’s commercialization paths from tomorrow’s platform winners
Dec 2, 2025
•
Chris Zeoli
14
1
From SDLC to ADLC: Agent Development Lifecycle
From prototype to production: the developer infrastructure for building reliable agents
Oct 27, 2025
•
Chris Zeoli
14
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