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Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions

Datacenter Anatomy Part 1: Electrical Systems

AI Neocloud Playbook and Anatomy : H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment, Day to Day Operations, Cost Optimizations, Cost of Ownership and Returns

Clash of the Foundries: Gate All Around + Backside Power at 2nm: Fab Cost, WFE Implications, Backside Power Details

Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure: Gigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure WinnersGigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure Winners

The Memory Wall: Past, Present, and Future of DRAM: Winners & Losers in the 3D DRAM Revolution

Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms: MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC, Power Delivery

GB200 Hardware Architecture - Component Supply Chain & BOM: Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU, Sidecar, PDU, VRM, Busbar, Railkit, BMC

100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing: Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts

OpenAI Chip Team Is Now Serious: Poaching Aggressively

How Dell Is Beating Supermicro: Enterprises, Sovereign AI, CoreWeave, Tesla, AI Neocloud economics + orders

Apple’s AI Strategy: Apple Datacenters, On-device, Cloud, And More: When to run on-device, in Apple datacenters, or in the cloud with OpenAI, Deal economics

OpenAI Is Doomed? - Et tu, Microsoft?: Meta, Google, Anthropic, DeepSeek, Inflection Phi Wizard, Distribution/Integration vs Capital/Compute?

Intel’s 14A Magic Bullet: Directed Self-Assembly (DSA): How High-NA EUV can be economically viable at the 1.4nm process node

Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72: GPT-4 Profitability, Cost, Inference Simulator, Parallelism Explained, Performance TCO Modeling In Large & Small Model Inference and Training

Is Intel Back? Foundry & Product Resurgence Measured: Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem

Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp: Transceiver to GPU Ratio, DSP Growth, Revealing The Real Boogeyman

Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda: The B Stands For Jensen's Benevolence

Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition?: Bottoms Up Model, Units, ASP, Revenue, By Hyperscaler Analysis, EPS & Cashflow, Competitive Analysis

CXL Is Dead In The AI Era: AI Accelerator Beachfront Considerations, Memory Pooling Negatives, Custom Silicon Adoption

AI Datacenter Energy Dilemma - Race for AI Datacenter Space: Gigawatt Dreams and Matroyshka Brains Limited By Datacenters Not Chips

Groq Inference Tokenomics: Speed, But At What Cost?: Faster than Nvidia? Dissecting the economics

Hybrid Bonding Process Flow - Advanced Packaging Part 5: BESI, EV Group, AMAT, TEL, ASMPT, SET, Shibaura, SUSS Microtec

Neural Network Quantization & Number Formats From First Principles: Inference & Training - Next Gen Hardware for Nvidia, AMD, Intel, Google, Microsoft, Meta, Arm, Qualcomm, MatX and Lemurian Labs