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A row of AI computing racks against a black background.

Analysis · September 14, 2026 · 8 min read

Silicon, Optics and Substations: The 2026 Hardware Cycle From the Technology Side

A silicon wafer beneath semiconductor manufacturing equipment.

Analysis · August 1, 2026 · 8 min read

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.