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AnalysisSeptember 14, 2026
Silicon, Optics and Substations: The 2026 Hardware Cycle From the Technology Side
My last piece argued the AI bottleneck had moved from GPUs to DRAM and megawatts. Six weeks later the financial picture has inverted — and the engineering picture explains why.
8 min readRead →
AnalysisAugust 1, 2026
The Bottleneck Moved: What the 2026 Hardware Cycle Is Really Telling Us
The scarce resource in AI is no longer the GPU. It's the DRAM die and the substation.
8 min readRead →