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DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time - Huawei, GB300 NVL72, MI355X, B200
Day 0 Inference Performance, InferenceX, 100x performance improvement in 26 Days, Cost per Million Tokens, Huawei 950DT Inference Trace Analysis
 • Bryan Shan, Cam Quilici, Kimbo Chen, Alec Ibarra, Dylan Patel, Daniel Nishball, and Cheang Kang Wen
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
 • Reyk Knuhtsen, Niko Ciminelli, Jacob Rintamaki, Robert Ghilduta, Joe Ryu, Jeremie Eliahou Ontiveros, and Dylan Patel
To Boldly Go: The Case for Space Datacenters
Orbital Compute Model Launch
 • Daniel Nishball, Pranav Myana, Ellie Holbrook, Harley Blackard, Zane Fong, Cheang Kang Wen, Sravan Kundojjala, Tanj Bennett, Myron Xie, and Terence Ong

May 2026

AI Dark Output: The Visible Cost of Invisible Output
Why AI's increasing output is going to be one of the hardest economic measurement problems in history. AI "Dark Output" could end up being the majority…
 • Malcolm Spittler and Dylan Patel
Finding Miscompiles for Fun, Not Profit
Or: You don’t need access to Claude Mythos to spend $10,000 in an afternoon.
 • Justin Lebar
Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag
Amazon’s Bedrock Mix and Anthropic Deal Terms Combine to Show Greater Operating Leverage
 • Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang, and Dylan Patel
Inside the 800VDC Revolution – Part 1
Four-Phase 800VDC Transition, Power Rack Economics, SST, Equipment Content/MW Build, Supplier Implications
 • Nicolas Bontigui, Jeremie Eliahou Ontiveros, Konrad Wang, Aran Industries, Derek Yin, and Dylan Patel
EDA Market Primer - Market Dynamics, Cadence, Synopsys, Siemens, China EDA Rise
EDA Market size, Share, Business Models, Drivers, Changing Customer Base, Competitive Dynamics Across Synopsys, Cadence, and Siemens, China EDA, IP…
 • Sravan Kundojjala, Dylan Patel, and Gerald Wong
Cerebras — Faster Tokens Please
// OpenAI and AWS Partnerships, Tokenomics Explainer, Architecture Deep Dive, Datacenter Ramp, Technical Roadmap
 • Myron Xie, Jordan Nanos, Max Kan, Cam Quilici, Tanj Bennett, Ivan Chiam, Louis Lu, Zane Fong, Gerald Wong, Reyk Knuhtsen, Nicolas Bontigui, Wega Chu, Dylan Patel, and Konrad Wang
The EDA Primer: From RTL to Silicon
Laying the Groundwork of the Current Chip Design Paradigm
 • Gerald Wong, Dylan Patel, and Sravan Kundojjala
AI Value Capture - The Shift To Model Labs
A day in AI now feels like a year in any other industry. TSMC, Vera Rubin VR NVL72: V for Value
 • Daniel Nishball, Dylan Patel, Cheang Kang Wen, Crystal Huang, Max Kan, Ray Wang, Myron Xie, Zane Fong, and Clara Ee

April 2026

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