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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
24
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
33
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
26
2
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
25
1
1
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
22
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
80
7
14
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
37
6
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
From Niche to Necessary: Credo’s Quiet Domination of AI Interconnects
How Credo Semiconductor became a $12B critical link in the AI data center
Jun 9, 2025
•
Chris Zeoli
10
1
Why Crypto Miners Won the AI Data Center
How crypto miners like CoreWeave and Crusoe became the best AI data center operators
May 5, 2025
•
Chris Zeoli
6
4
1
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