Intelligence Blog
Analysis, insights, and perspectives on the semiconductor and AI industry.
Where the memory-price surge actually ends, and it isn't the household budget
The Efficiency Nobody Measures
Why PUE is the wrong number for the AI era
The foundry table split into two races, and the movement is at second place
The AI backstop ran backwards, and the direction is the signal
Why Intel and AMD's CPU price hikes are two opposite stories
THE CULL MOVED TO THE BOARDROOM
How the semiconductor entrant cycle died, and why shortages now last longer
Water, power, and the case for leading with solutions
...redundancy is only ever redundant against the specific failure it was designed for...
Where will consumers feel the cost of the AI buildout
Who holds pricing power in the AI buildout, and hasn't used it yet
How the constraint on chip supply is descending below the fab
The Robots Are Shipping. The Work Isn't.
...production capacity, shipment counts, and deployment announcements are all getting read as the same thing, and they aren't.