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

Why KV Cache and Memory Drive AI Economics

Behind the memory bottleneck in AI infrastructure

May 4 • Chris Zeoli

24

1

1

April 2026

The Inference Unbundling: Why Prefill and Decode Are Splitting the GPU

Different physics, different silicon, different margins. Nvidia/Groq and Cerebras/AWS are the market pricing the split.

Apr 27 • Chris Zeoli

24

The Next Verifiable RL Domain Is Security

The picks-and-shovels layer for AI cyber is the RL environment. Whoever industrializes it first wins the next decade of attacker-defender economics.

Apr 21 • Chris Zeoli

15

2

March 2026

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

20

1

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

19

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

79

7

14

February 2026

The Great AI Power Shortage

The Structural Energy Shortage Inside AI Data Centers driving an energy boom

Feb 27 • Chris Zeoli

13

January 2026

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

26

6

1

December 2025

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 • Chris Zeoli

33

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

15

1

October 2025

From SDLC to ADLC: Agent Development Lifecycle

From prototype to production: the developer infrastructure for building reliable agents

Oct 27, 2025 • Chris Zeoli

15

2