Tag: ai-infrastructure
All the articles with the tag "ai-infrastructure".
-
From Sand to Stargate: The CPU and GPU Chip Supply Chain, Silicon to Silicon Wafers and Beyond
An end-to-end research survey of the CPU and GPU chip supply chain in 2026 — from a single Appalachian quartz mine and Ukrainian neon plants up through 300mm wafers, EUV scanners, leading-edge foundries, HBM/DRAM/NAND, advanced packaging, design and EDA, ATE, the geopolitics of CHIPS Acts and export controls, and the hyperscaler demand wave that is now consuming most of it. With 130+ primary references — SEC filings, government reports, SEMI/SEMI Europe data, Yole/TrendForce/SemiAnalysis/CSIS, and company disclosures.
-
What a Real GPU Compute Market Means for Everyone (Part 2)
If GPU compute becomes a proper commodity market — with spot indices, futures, perpetuals, and basis trades — what changes for everyone who doesn't run an exchange? Peak-off-peak AI for consumers, swap books for neoclouds, watts as the binding constraint, and why your phone bill might start looking like your electric bill. Part 2 of a two-part series.
-
The GPU Compute Market Is Electricity, Not Oil (Part 1)
GPU compute is being financialized the way oil was in the 1980s, but the correct commodity analogue is electricity, not oil. A rigorous look at the microstructure: perishability, locational marginal pricing, basis risk, standardized units, forward curves, and why the math breaks where the electricity analogy breaks. Part 1 of a two-part series.