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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.
 • Chris Zeoli
Why KV Cache and Memory Drive AI Economics
Behind the memory bottleneck in AI infrastructure
 • Chris Zeoli
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.
 • Chris Zeoli
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.
 • Chris Zeoli
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
 • Chris Zeoli
From Niche to Necessary: Credo’s Quiet Domination of AI Interconnects
How Credo Semiconductor became a $12B critical link in the AI data center
 • Chris Zeoli
DeepSeek's R1 and AI Infrastructure Economics
Did DeepSeek and its model distillation methods crush the economics of AI training?
 • Chris Zeoli
Broadcom's AI Infrastructure and XPU Business: Driving a Trillion-Dollar Valuation
How a strategic partnership with Google on TPUs and others on XPUs, coupled with networking, is counterbalancing NVIDIA's rise
 • Chris Zeoli
Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives
Breaking down the supply chain of hyperscaler AI custom chip development
 • Chris Zeoli
ASML: The $360B EUV Lithography Equipment Giant
Highlighting the importance of ASML's EUV Lithography technology in semiconductor manufacturing and in designing AI chips
 • Chris Zeoli
Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design
Discussing the role of EDA in AI infrastructure and chip design
 • Calvin Zeng and Chris Zeoli
Astera Labs IPO: S-1 Teardown
How the newly public $10B+ semiconductor connectivity player in AI servers is changing the data center
 • Chris Zeoli
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