Subscribe
Sign in
Home
Data
Data Center
Security
Archive
About
Latest
Top
Discussions
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
17
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
20
3
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
17
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
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
36
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
34
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
28
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
Why KV Cache and Memory Drive AI Economics
Behind the memory bottleneck in AI infrastructure
May 4
•
Chris Zeoli
27
1
2
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
23
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
