CPUs are Back: The Datacenter CPU Landscape in 2026

RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Verano, Florence, Intel Diamond Rapids, Coral…

Feb 9 • Gerald Wong and Dylan Patel

178

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Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom

Pricing doubles again, Supercycle is bigger, and could last longer than you think

Feb 6 • Dylan Patel, Ray Wang, Myron Xie, Doug, and Jeff Koch

131

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9

Claude Code is the Inflection Point

What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning

Feb 5 • Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, Dylan Patel, and Daniel Nishball

389

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63

January 2026

From Tokens to Burgers: A Water Footprint Face-Off

A different perspective on the datacenter water debate, forget tokens/watt or tokens/dollar, it's about tokens/burger, how many In-N-Outs is equivalent…

Jan 15 • Nicolas Bontigui and Dylan Patel

177

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18

Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More

IEDM 2025 Round-Up

Jan 13 • Gerald Wong, Jeff Koch, Randy Chiang, DC, and Dylan Patel

98

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11

Apple-TSMC: The Partnership That Built Modern Semiconductors

Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape

Jan 8 • Sravan Kundojjala, Gerald Wong, Dylan Patel, and Jeff Koch

157

6

18

RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures

Worker Automation, RL as a Service, Anthropic's next big bet, GDPval and Utility Evals, Computer Use Agents, LLMs in Biology, Mid-Training, Lab…

Jan 6 • AJ Kourabi and Dylan Patel

161

3

16

Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect

Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with…

Jan 1 • Dylan Patel, Daniel Nishball, Myron Xie, Ivan Chiam, Clara Ee, and Patrick Zhou

235

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31

December 2025

How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive

Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO

Dec 30, 2025 • Ajey Pandey, Jeremie Eliahou Ontiveros, and Dylan Patel

211

29

19

AWS Trainium3 Deep Dive | A Potential Challenger Approaching

NL72x2/NL32x2 Scale Up Rack Architecture, Step-Function Software & System Improvements, Optimized Perf per TCO, “Amazon Basics” GB200 NVL36x2, Astera…

Dec 4, 2025 • Dylan Patel, Daniel Nishball, Wega Chu, Myron Xie, Ivan Chiam, Clara Ee, Cheang Kang Wen, Wei Zhou, Jeremie Eliahou Ontiveros, and Tanj Bennett

138

3

10

TSMC Overseas Fabs – A Success?

Why Morris Chang Said U.S. Fabs Will Fail, Wafer Cost and Economics of Taiwan vs. U.S. Fabs, TSMC Supply Chain Details

Dec 1, 2025 • Dylan Patel, Steven Lee, and Jeff Koch

165

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20

November 2025

TPUv7: Google Takes a Swing at the King

Anthropic’s 1GW+ TPUs, New customers Meta/SSI/xAI/OAI, Full Stack Review of v7 Ironwood, CUDA Moat at risk, Next Generation TPUv8AX and TPUv8X versus…

Nov 28, 2025 • Dylan Patel, Myron Xie, Daniel Nishball, Wei Zhou, Jeremie Eliahou Ontiveros, Ivan Chiam, Cheang Kang Wen, Clara Ee, Wega Chu, Kimbo Chen, AJ Kourabi, and Michael Chen

368

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