The Chokepoint
Jun 10, 2026
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5 min read
AI's optical future depends on a test step only one company can run at scale
Research
Jun 5, 2026
14 min read
Why memory defines what AI can do. A field guide to the four-tier hierarchy & the three companies that own it
Jun 3, 2026
America's AI grid runs through one Pennsylvania steel mill
May 27, 2026
No high-end processor ships without a film made by Ajinomoto.
May 25, 2026
12 min read
Agentic AI is pulling the CPU back to the center of the data center and the supply chain isn't ready.
May 19, 2026
Power semiconductors are the new chokepoint.
May 12, 2026
Where the rent flows when light becomes the chokepoint
Daily Chain
May 11, 2026
Construction risk on a data center is becoming investment-grade on Day 1
May 6, 2026
4 min read
The rent is migrating from the fab to the substation.
