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What a Gigawatt Costs
$37.6 billion, six and a half years, and 57 cents of every dollar that never reaches a chip company. What the AI buildout is physically made of, and…
Jul 27
•
Chris Zeoli
40
3
1
Kimi: When Frontier Weights Become Open
On July 27, anyone with 1.4 terabytes of storage, 5TB of memory and a rack of accelerators will be able to run the world's third-most-intelligent AI…
Jul 18
•
Chris Zeoli
45
2
Who Captures Value in AI Infrastructure?
A value capture framework for the AI infrastructure stack: where profit accrues on over a trillion of spend
Jul 13
•
Chris Zeoli
46
2
5
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
33
4
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
66
4
4
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
25
3
2
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
22
2
3
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
27
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
26
2
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
36
7
4
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
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