Archive

Dive into a collection of past posts and rediscover timeless content.

The AI Infrastructure Map

May 4, 2026

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1 min read

The AI Infrastructure Map

Research

Thesis: The memory trade is not done

May 3, 2026

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8 min read

Thesis: The memory trade is not done

HBM Stays Scarce. The 2026-2027 memory supply is already spoken for

Teng Yan

Research

The biggest AI infrastructure earnings week of 2026

Apr 28, 2026

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7 min read

The biggest AI infrastructure earnings week of 2026

Apr 28 to May 1, 2026 · Tessara earnings preview

Teng Yan

Daily Chain

SK Hynix's exceptional Q1 2026 & what it means

Apr 23, 2026

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2 min read

SK Hynix's exceptional Q1 2026 & what it means

Teng Yan

Daily Chain

AWS just became Anthropic's infrastructure floor

Apr 22, 2026

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2 min read

AWS just became Anthropic's infrastructure floor

Teng Yan

Daily Chain

Google, Marvell, and the New Inference Stack

Apr 20, 2026

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2 min read

Google, Marvell, and the New Inference Stack

Teng Yan

Daily Chain

OpenAI expands its Cerebras commitment - now $20B

Apr 18, 2026

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2 min read

OpenAI expands its Cerebras commitment - now $20B

Teng Yan

Daily Chain

TSMC's Q1 earnings beat.

Apr 16, 2026

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2 min read

TSMC's Q1 earnings beat.

Teng Yan

Daily Chain

TSMC's record Q1 profits and what it really means

Apr 13, 2026

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3 min read

TSMC's record Q1 profits and what it really means

Teng Yan