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

109

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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

126

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13

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

188

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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

173

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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

134

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

158

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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

360

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37

Microsoft's AI Strategy Deconstructed - From Energy to Tokens

"The Big Pause", AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot Woes, MAI and Maia Floundering

Nov 12, 2025 • Jeremie Eliahou Ontiveros, Dylan Patel, Myron Xie, Wei Zhou, Jordan Nanos, Clara Ee, Daniel Nishball, and AJ Kourabi

228

13

24

ClusterMAX™ 2.0: The Industry Standard GPU Cloud Rating System

95% Coverage By Volume, 84 Providers Rated, 209 Providers Tracked, 140+ Customers Surveyed, 46,000 Words For Your Enjoyment

Nov 6, 2025 • Jordan Nanos, Daniel Nishball, Michelle Shen, Cheang Kang Wen, Wei Zhou, Jeremie Eliahou Ontiveros, and Dylan Patel

134

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6

October 2025

How to Kill 2 Monopolies with 1 Tool

Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers

Oct 29, 2025 • Dylan Patel, Jeff Koch, Gerald Wong, and Andrew Wagner

165

7

14

Nanoimprint Lithography: Stop Saying It Will Replace EUV

NIL basics, why it won’t replace EUV, details of Canon’s tool, possible applications

Oct 26, 2025 • Jeff Koch and Dylan Patel

94

1

7

Quadruped State of The Market - Unitree, Boston Dynamics, ANYbotics, DEEP Robotics, and The Rising Application Ecosystem

Quadrupeds Superior Scalability, Unitree's Incredible Production, Third Party Providers Introduce New Dynamics, Novel Applications And Opportunities…

Oct 20, 2025 • Reyk Knuhtsen, Dylan Patel, Niko Ciminelli, Joe Ryu, Jeremie Eliahou Ontiveros, and Robert Ghilduta

76

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