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Cheap Money Is the New Moat in AI Infrastructure
AI infrastructure debt is splitting in two: big tech-backed bonds face rising rates, while smaller borrowers face default risk. The gap is becoming a…
Oct 18
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Chris Zeoli
20
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Who Captures Value in AI Infrastructure?
Jul 13
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Chris Zeoli
224
25
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Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Mar 5
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Chris Zeoli
86
6
16
What does Palantir do?
Sep 25, 2024
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Chris Zeoli
105
2
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How Nvidia Franchised the Cloud
Nvidia gives away the software to run an inference cloud. Franchises bring the GPUs and the data center. This unbundled the Big 3 clouds.
Sep 28
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Chris Zeoli
15
1
The GPU Depreciation Curve
Old GPUs are holding their value. New ones command a scarcity premium. Memory explains why.
Sep 25
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Chris Zeoli
53
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How Long Does a GPU Last?
Seven to nine years physically. Six on the books. The bears say three. The whole argument is about the wrong variable.
Sep 21
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Chris Zeoli
38
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The 10 Companies AI Can't Scale Without
Ten chokepoints in the AI supply chain, from the lithography tool to the landlord. Twelve tickers, $12.5 trillion of market cap, and every supply-relief…
Sep 14
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Chris Zeoli
35
4
How the GPU Became Collateral
Three years ago nobody would lend billions against GPUs. Now the paper is rated A3 and sits in insurance portfolios. The breakthrough was structuring…
Sep 10
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Chris Zeoli
25
1
How Much Does an NVIDIA NVL72 Cost?
The short answer, from recent purchase orders and analyst teardowns: ~$5.0M to buy a GB300 NVL72, ~$5.7M to deploy, $240–410K a year to run, and…
Aug 31
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Chris Zeoli
25
2
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Why the Best GPU Doesn't Always Win
The same GPU got 19x faster between February and May. The same die does 4.4x more work in one rack than in another. FLOPS explain none of it.
Aug 28
•
Chris Zeoli
28
2
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Data Gravity
Quantitative analysis of AI infrastructure—for the founders and operators building it and the investors funding it.
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