Search Intelligence

“Everyone keeps trying to price in the AI infrastructure ceiling, but hardware vendors keep finding extra billions they didn't account for.”

“Pushing optical interconnects to the 2nm node is less of a vanity metric and more of a desperate necessity to keep hyperscaler AI data centers from melting down their own power grids.”

“Hyperscalers are writing blank checks for custom silicon and optical networking just to keep up with AI cluster scaling.”

“Custom chip makers are handing over massive equity chunks just to convince cloud giants to deploy their silicon.”