The AI ASIC Market, Part 2: How Broadcom and Marvell Quietly Power Hyperscaler AI
Two companies enable 80% of hyperscaler custom AI silicon. Here's how they got there and where they're headed.
The AI ASIC Market, Part 1: Hyperscaler Silicon — Google TPU, AWS Trainium, Microsoft Maia, Meta MTIA & OpenAI's Custom Chip
Google, AWS, Microsoft, Meta, and OpenAI are all building custom AI chips. Here's where each program stands.
What Is an AI ASIC? A Complete Guide to AI Chips and How They Compare to GPUs
The complete guide to AI ASICs: what they are, who makes them, and why they're eating the GPU market.
T-Shirts vs Tailored Suits: Procurement Differences Between AI Hardware & ASICs
What Bitcoin miners need to understand before they commit to AI infrastructure — and which instincts will mislead them.
Used GPUs for AI: The Secondary Market Reshaping Enterprise Compute
The B2B market for used and refurbished data center GPUs, mapped: pricing, players, and the depreciation debate.
Global Hashrate Heatmap Update: Q2 2026
The latest update to Hashrate Index’s Global Hashrate Heatmap.
Token Factories, GPU Second Life, Energy Demand Growth: 6 Takeaways from GTC 2026
We attended GTC 2026. Here are the 6 takeaways that matter for infrastructure operators and capital allocators.
NVIDIA Unveils the Vera Rubin NVL72: Full Specs and Platform Breakdown
Seven chips, five racks, 60 exaflops. Everything announced in NVIDIA's Vera Rubin platform at GTC 2026.
