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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
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
6
1
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
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
OpenAI and NVIDIA’s 10 GW, $100B Bet: Power, Partners, and Breaking Free from Microsoft
Why Nvidia, OpenAI, and Oracle need each other more than Microsoft—and how AI’s future is being built in megawatts, not models
Sep 29, 2025
•
Chris Zeoli
28
1
Fivetran Acquires Tobiko Data to Strengthen the ‘T’ in ETL
The deal highlights how transformation—the “T” in ETL—is no longer an afterthought, but the centerpiece of governance, AI readiness, and analytics…
Sep 4, 2025
•
Chris Zeoli
29
The 5 Raw Inputs Powering the AI Data Center Boom
How real estate, capital, compute, energy, and networking are the defining infrastructure inputs for the AI data center construction boom
Aug 11, 2025
•
Chris Zeoli
34
1
Agent Infrastructure and Control Planes
From inference to autonomy: architecting the Agent Runtime environment where Control Planes meet enterprise production
Jul 21, 2025
•
Chris Zeoli
32
2
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