AI Infrastructure
Power, chips, data centers and the physical build-out behind AI compute
Data Centers
Why hyperscalers are quietly buying nuclear plants
Power, not chips, is becoming the binding constraint on building new data centers
5 min read
Semiconductors
The GPU was never built for this
By designing narrow chips that run a trained model's math and nothing else, companies are peeling inference away from the general-purpose GPU, betting that the economics of serving reward specialization over flexibility
7 min read
Memory
The memory squeeze nobody priced in
As AI accelerators devour high-bandwidth memory faster than fabs can stack it, the production lines feeding the boom are the same ones that supply the world's ordinary electronics, turning a niche component shortage into a squeeze that reaches every device with a chip in it
6 min read