Compute & Chips
10 articlesInside the Data Centers That Train the World’s Biggest Models
A modern AI campus is a power plant that happens to contain computers. Transformers, switchgear and chillers set the schedule, not the software running on it.
AMD and the Hard Business of Challenging a Software Moat
Accelerator demand is enormous and every large buyer wants a second source, yet the leader’s share holds. The barrier is software, not silicon.
Why Everyone Is Suddenly Buying Nuclear Power for AI
A decade of renewable energy credits is giving way to contracts with reactor operators. The obstacle is not the reactor itself. It is the interconnection queue.
Custom Silicon: Why Google and Amazon Build Their Own Chips
The largest buyers of accelerators are becoming their largest designers. Efficiency at one workload, differentiation, and a software bill nobody budgets for.
The Memory Wall: Why High-Bandwidth Memory Became the Bottleneck
The most undersupplied component in the AI boom was not the processor. It was the stack of memory bolted to it, and it decides how many units ship.
Export Controls and the Future of Advanced Chip Sales
Performance thresholds must be rewritten as products ship, buyers reroute through third countries, and controls become a compliance arms race.
Cooling, Water and the Physical Cost of an AI Boom
Evaporative cooling is cheap to build and expensive in water, and the choice is made at construction. Siting decides the profile before engineers weigh in.