AI
Anthropic’s $19 Billion Power Deal Shows AI’s Real Bottleneck Isn’t Chips
Anthropic's $19B, 20-year TeraWulf lease shows AI's real bottleneck is AI data center power and grid interconnection, not chips. Here's who captures the value.
Semiconductor
Custom HBM Moves the Memory Bottleneck to the Base Die
Custom HBM won't end AI memory scarcity - SK hynix's HBM4E roadmap shifts the real bottleneck to base-die co-design, qualification, and yield-limited variants.
Robotics
Humanoid Robot Brains Are Nearly Solved. The Hands and Actuators Aren’t.
Humanoid robot AI is nearly solved; the 2026 bottleneck is dexterous hands and actuators, a hardware layer China's supply chain now quietly dominates.
Semiconductor
Micron $250B US Bet: The $500M Wafer Deal That Matters More
Micron's $250 billion US investment grabbed headlines, but a $500M stake in America's only advanced 300mm raw-wafer plant is the real supply-chain move. Here's why.
AI
Meta Iris Chip: Not the Last Hyperscaler, the Loudest of Five
Meta's Iris AI chip enters production in September 2026, part of a 7-to-14GW compute plan. Why it targets inference, not Nvidia's training crown - and what it changes.
Semiconductor
Nvidia H200 China Sales: A Gate Opens, With Conditions
Beijing may let Alibaba, ByteDance, and DeepSeek buy Nvidia H200 chips - under 200,000 units, training only. What the two-government gate means.
Interests
Smart Glasses 2026: The Volume Is Chinese, the Margin Is Not
A decade of face computers gathers dust behind the pair that finally sold. The category's numbers are usually quoted in dollars, and the competition is being fought in units — which is why the growth rate everyone repeats says almost…
Semiconductor
A Second Chip Means a Second Codebase
You design with the tools you are allowed to own. What that leaves out is who pays to make them usable. DeepSeek's reported inference chip has no named manufacturer and no prototype, and the durable cost it implies is not…