Tag: #data-center
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 6 posts
6 posts are tagged #data-center; the most recent was published on 2026-06-18.
Often tagged together: #finance 3 #ai 2 #ai-hardware 2 #ai-infrastructure 2 #capex 2
Most read in the last 90 days:
AI Is Eating Electricity — The Power Demand Surge and the Utility Investment Theme ♪ Listenable
The power demand surge triggered by AI data centers is elevating utilities, power equipment, and transmission into a fresh investment theme. This piece lays out both the bull and bear cases, regulatory and interest rate
2026-06-18 · 24 min read #finance#ai#power-demand#utilities#data-centerData Center Infrastructure Investing — The Picks and Shovels of the AI Buildout ♪ Listenable
Where does the real upside of the AI buildout live. This piece breaks down the data center value chain (real estate/REITs, cooling, power, networking, servers) through a picks-and-shovels lens, weighing both bull and bea
2026-06-18 · 28 min read #finance#data-center#ai-infrastructure#reit#coolingBig Tech Capex and AI Monetization: When Does the Money Come Back ♪ Listenable
A balanced analysis of when and how Big Tech soaring AI capital spending will return as profit. We cover depreciation and ROI, monetization paths, free cash flow, the bull and bear views, and the key risks, all backed by
2026-06-18 · 19 min read #bigtech#capex#ai#monetization#investingNvidia at 5 Trillion — How Far Along Is the AI Infrastructure Cycle?
Nvidia has crossed a 5 trillion dollar market capitalization for the first time ever. This article uses data to gauge where the AI infrastructure capex cycle stands today, weighing the bull and bear cases, supply-chain b
2026-06-18 · 8 min read #finance#nvidia#ai-infrastructure#capex#semiconductorsThe 2026 AI Accelerator Landscape — From Blackwell to Vera Rubin ♪ Listenable
A developer-oriented map of the 2026 AI accelerator market. We cover NVIDIA Blackwell and the next-generation Vera Rubin, AMD MI350X, the moment inference capex first overtook training, and how to choose a chip per workl
2026-06-16 · 21 min read #ai-hardware#nvidia-blackwell#vera-rubin#inference#gpuThe Peak of the AI Memory Supercycle: 5 Decisive Moments for HBM That Will Shake the 2026 Semiconductor Market ♪ Listenable
From HBM4 16-layer stacking technology, the emergence of custom HBM (cHBM), the strategic clash between SK Hynix, Samsung, and Micron, to the memory supercycle market outlook and HBM vs GDDR comparison — an in-depth anal
2026-03-01 · 37 min read #hbm#semiconductor#memory#ai-hardware#sk-hynix