Data Gravity

Data Gravity

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Software Ate the World. Now Hardware Is Eating Software.
Gravity, all the way down: AI value is rotating back into semiconductors, data, and models — and thinning to a sliver at the application layer.
 • Chris Zeoli
What is CXL?
The interconnect rewiring AI memory: turning stranded DRAM into a shared resource as memory prices spike and KV cache becomes the bottleneck
 • Chris Zeoli
What Does Broadcom Do?
Broadcom booked $30 billion in AI chip orders in a single quarter — against $10.8 billion shipped. This is what they're actually building, and why the…
 • Chris Zeoli
The ABF Substrate Bottleneck
A Japanese food company controls ~95% of the insulating material inside every AI accelerator shipped today.
 • Chris Zeoli
Light, Radio, and the Race to Replace Copper: Interconnects in the AI Era
From compute to connectivity: how the AI infrastructure bottleneck moved — and which companies are positioned to own it
 • Chris Zeoli
Google's TPU Supply Chain
Mapping the 15 vendors behind Google's $200B AI compute buildout
 • Chris Zeoli
600 kW Per Rack: The AI Power Crisis Reshaping Electrical Infrastructure
In 24 months, AI server racks go from 120 kW to 600 kW. The electrical supply chain — transformers, power semiconductors, cooling systems, substations …
 • Chris Zeoli
Data Gravity
Data Gravity
Quantitative analysis of the infrastructure and systems powering AI—written for the founders and operators building them and the investors funding them.
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Data Gravity

Quantitative analysis of the infrastructure and systems powering AI—written for the founders and operators building them and the investors funding them.
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