Research notes on AI infrastructure, power markets, silicon supply, and the real cost of inference.
The limiting input for frontier inference is shifting from chips in isolation to powered sites, interconnect deposits, and the utilities willing to underwrite speculative load.
Drudge-like source links, but grouped for readers tracking AI infra instead of general politics.
Why power deposits, interconnect studies, and powered land should sit beside HBM and packaging in your supply model.
A plain-English primer on why CoWoS, substrates, HBM, and thermal envelopes rhyme with utility bottlenecks.
Spot capacity still exists, but the margin is moving toward contracts with power, network, and depreciation control.
One weekly public brief, paid infrastructure analysis, and source notes for readers tracking AI supply chains like a capital allocation problem.