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The AI Networking Stack
A GPU is only as valuable as the fabric that feeds it — how copper, light, and silicon move trillion-parameter workloads, and where the durable margins…
Jul 5
•
Chris Zeoli
28
1
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
41
2
2
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
17
5
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
22
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
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
46
1
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
16
Why KV Cache and Memory Drive AI Economics
Behind the memory bottleneck in AI infrastructure
May 4
•
Chris Zeoli
27
1
2
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
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
8
1
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