Find your pillar.
Every story I cover lives inside a pillar. Pillars are long-running, continuously-updated topic hubs — not feeds. Pick one to dive in, or browse by sub-topic or company below.
Where the work lives.
The AI memory bottleneck
The constraint that's quietly reshaping the trillion-dollar AI compute build-out — explained, tracked, and updated as it evolves. Six solution paths, four still unresolved.
The advanced packaging race
CoWoS, EMIB, SoIC. Why the assembly line — not the fab — became the new bottleneck, and which packaging architectures will define the next decade.
Export controls & the new silicon geopolitics
The expanding chokepoints between the US, China, and the supply chain caught in the middle — license-by-license, with implementation reality vs. headline reality tracked.
The power wall
Data centers vs. the grid: where the next trillion AI watts actually come from. SMRs, gas peakers, behind-the-meter, and the slow violence of interconnect queues.
The post-cloud cloud
Neoclouds, sovereign clouds, and the unraveling of the AWS-GCP-Azure trio. Who's building the infrastructure layer for the next ten years, and where the margin pools are migrating.
The model-weight perimeter
Securing what's now the most valuable IP on the planet — and failing to. The technical, organizational, and legal infrastructure for keeping frontier model weights in (or out of) the wrong hands.
Browse by sub-topic.
HBM
High-bandwidth memory ramps, qualifications, allocation.
9 articles · across 4 pillarsCoWoS
TSMC's advanced packaging line — capacity, queue, customers.
2 articles · across 2 pillarsQuantization
FP8, INT4, MXFP, and the precision-vs-quality frontier.
1 articles · 1 pillarHyperscaler ASICs
TPU, Trainium, MTIA, Maia — what's shipping and what's not.
1 articles · 1 pillarInference economics
Tokens-per-dollar, hardware-software co-design, margin.
1 articles · 1 pillarSovereign AI
National compute strategies and the politics of allocation.
0 articles · across 0 pillarsSMR & nuclear
Small modular reactors, PPA economics, build timelines.
0 articles · across 0 pillarsSilicon photonics
Co-packaged optics — and when it actually matters.
0 articles · across 0 pillarsLiquid cooling
Direct-to-chip and immersion: the new data-center thermal stack.
0 articles · across 0 pillarsOpen weights
Llama, DeepSeek, Mistral — and the parallel ecosystem.
0 articles · across 0 pillarsEUV & below
High-NA, ASML cycle dynamics, advanced-node economics.
0 articles · across 0 pillarsRetrieval & context
RAG architectures, long-context economics, KV caching.
0 articles · across 0 pillars