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.
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.