The AI ASIC Market, Part 5: The Inference Economy Has Many Winners
NVIDIA's strategic response to the independent AI chip challengers, and the structural reasons the inference economy has many winners.
The AI ASIC Market, Part 4: The AI Chip Companies Outside the NVIDIA Fight
Tenstorrent and Tensordyne aren't fighting NVIDIA head-to-head. They're betting on different markets and different architectures.
The AI ASIC Market, Part 3: The Independent AI Chip Companies Taking on NVIDIA
How Groq, Cerebras, and Etched are challenging NVIDIA — and what their valuations signal for purpose-built compute infrastructure.
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.
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.
Mullet Mining: The Case for Running AI and Bitcoin Mining on the Same Site
There's a middle path between going all-in on AI and keeping the ASICs running. It's called mullet mining, and for the right sites, it's the most capital-efficient way into GPU data center infrastructure.
