Chips & Infrastructure
Every AI breakthrough ultimately rests on silicon, power, and the data centers that house them. This category covers the AI chip race in depth — the scramble for training and inference hardware, the rise of purpose-built inference silicon, and the supply chains and geopolitics that decide who gets compute and at what price.
We connect the hardware story to the business one: how chip availability shapes product roadmaps, why inference economics increasingly drive AI strategy, and what data-center expansion means for energy, cost, and national policy. For anyone trying to understand the foundations beneath the AI boom — investors, builders, and strategists alike — this is where the physical layer gets the attention it deserves.
AMD Invests in the Lab Buying Its Chips - AI Infrastructure Is Getting Entangled
AMD will sell Anthropic 2GW of MI450s and invest up to $5B in the buyer. Anthropic is in talks to rent $10B of compute from Meta, a direct competitor. The shape of these deals deserves scepticism - and one common comparison does not hold.
AMD Bets $5B on Anthropic and OpenAI Plans $750B: The AI Compute Race Goes Gigawatt-Scale
AMD will invest up to $5B in Anthropic and supply 2GW of MI450 GPUs, while OpenAI raised its infrastructure plan to $750B through 2030 with a $20B Georgia data center. What the deals reveal: AMD challenging Nvidia, labs building instead of renting, and the rise of circular financing.
The Grid Wall: Why States Are Freezing AI Data Centers
The constraint on the AI buildout has shifted from chips to power. Aging grids can't absorb gigawatt-scale loads landing all at once — so New York just became the first US state to pause new data centers over 50 MW, and hyperscalers are pivoting to their own dedicated generation.
OpenAI's Jalapeno, a 16 GW Battery Grid, and AI in Orbit
Custom inference silicon from OpenAI and Qualcomm, a 16-gigawatt virtual power plant aimed at data centers, and SpaceX's orbital-compute pitch — the AI race is now a fight over chips and power.
What Is Geopatriation in Tech Infrastructure?
Geopatriation — bringing data, cloud workloads, AI models and chip supply back within chosen borders — is reshaping tech infrastructure. What it means, why regulation and geopolitics drive it, and the trade-offs.
The AI Chip Race: Nvidia, Custom Silicon, and the Search for Cheaper Inference
AI's bottleneck is increasingly silicon, memory, and power. Here's how the AI chip race is shaping up — Nvidia, custom cloud silicon, inference chips — and why its economics set the price of every AI service.