Intelligence Blog
Analysis, insights, and perspectives on the semiconductor and AI industry.
# The Constraint AI Can't Compress
*The semiconductor bottleneck has spent three years climbing a ladder. It has reached the rung money can't buy and machines can't build — and AI, the tool everyone expects to dissolve it, is making th
# What the Loggers Figured Out
There was a time when the logging industry was the villain of every environmental story. Clear-cut hillsides, vanishing forests, the sense that an industry was consuming the very thing it depended on
The Data Center Boom Is About to Change Its Address
For twenty years, "data center" mostly meant a nondescript building on the edge of a city — close to fiber backbones, close to customers, close to the people who'd need to drive out and fix something.
# The Margin Nobody Calls Temporary
It's that the companies earning these margins are, by their own hand and on purpose, manufacturing the deflation that ends them.
# The Constraint Money Can't Buy
For two years, the question hanging over AI was whether the world could make enough chips. That question has been answered. It was also the wrong question. The chip was never going to be the binding
The Week the Bottleneck Left the Chip
For two years, the story of AI has been a story about chips. Not enough of them, not fast enough, not advanced enough. This week, across a dozen unrelated headlines, that story quietly ended — and a d