AI/HPC
The AI ASIC Market Report, 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.
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.
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.
Evaluating Bitcoin Mining Sites for AI Training & AI Inference
Your mining site's characteristics determine whether it's better suited for AI training, inference, both, or neither. This five-question evaluation framework helps you figure out which workload fits your assets before procurement conversations start.
