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How an AI Token Travels Through a Data Center
Trace one prompt from gateway to scheduler, KV cache, GPU, and network — every component that powers AI inference.
Jul 1
•
Chris Zeoli
25
2
June 2026
How Claude Code Cracked Coding
Software fell first because it is the only knowledge-work domain that ships with its own grader. Inside the verifiable-reward loop that took Claude Code…
Jun 28
•
Chris Zeoli
15
4
China's Open-Weight Takeover
A field map of Chinese AI labs and platforms: Qwen, DeepSeek, Kimi, ByteDance, and Alibaba. How they came to dominate open models, work around compute…
Jun 24
•
Chris Zeoli
21
1
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.
Jun 23
•
Chris Zeoli
22
3
1
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
Jun 22
•
Chris Zeoli
19
1
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…
Jun 15
•
Chris Zeoli
16
1
The ABF Substrate Bottleneck
A Japanese food company controls ~95% of the insulating material inside every AI accelerator shipped today.
Jun 14
•
Chris Zeoli
25
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
Jun 8
•
Chris Zeoli
25
2
Google's TPU Supply Chain
Mapping the 15 vendors behind Google's $200B AI compute buildout
Jun 2
•
Chris Zeoli
40
1
May 2026
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 …
May 23
•
Chris Zeoli
35
7
3
The Memory Triopoly
How SK Hynix, Samsung, and Micron became AI's most concentrated control point — and why HBM is >50% COGs of every Nvidia GPU sold.
May 13
•
Chris Zeoli
30
3
The Chip Testing Bottleneck
Why AI accelerator test time has grown an order of magnitude — and how Advantest and Teradyne are turning a physics problem into a margin story.
May 8
•
Chris Zeoli
14
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