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The ABF Substrate Bottleneck
A Japanese food company controls ~95% of the insulating material inside every AI accelerator shipped today.
24 hrs ago
•
Chris Zeoli
18
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Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Mar 5
•
Chris Zeoli
81
6
14
What does Palantir do?
Sep 25, 2024
•
Chris Zeoli
104
2
5
Inference Economics 101: Reserved Compute versus Inference APIs
Dec 16, 2025
•
Chris Zeoli
37
6
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Light, Radio, and the Race to Replace Copper: Interconnects in the AI Era
From compute to connectivity: how the AI infrastructure bottleneck moved — and which companies are positioned to own it
Jun 8
•
Chris Zeoli
25
2
Google's TPU Supply Chain
Mapping the 15 vendors behind Google's $200B AI compute buildout
Jun 2
•
Chris Zeoli
30
1
600 kW Per Rack: The AI Power Crisis Reshaping Electrical Infrastructure
In 24 months, AI server racks go from 120 kW to 600 kW. The electrical supply chain — transformers, power semiconductors, cooling systems, substations …
May 23
•
Chris Zeoli
33
1
3
The Memory Triopoly
How SK Hynix, Samsung, and Micron became AI's most concentrated control point — and why HBM is >50% COGs of every Nvidia GPU sold.
May 13
•
Chris Zeoli
26
2
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.
May 8
•
Chris Zeoli
14
Why KV Cache and Memory Drive AI Economics
Behind the memory bottleneck in AI infrastructure
May 4
•
Chris Zeoli
25
1
1
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.
Apr 27
•
Chris Zeoli
23
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Data Gravity
Quantitative analysis of the infrastructure and systems powering AI—written for the founders and operators building them and the investors funding them.
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