Field notes from building high-performance systems and teams.
#semiconductors
2 posts tagged semiconductors.
- Sovereign AI in India: A Word in Search of a Definition
Walking the AI stack layer by layer — energy, silicon, chips, compute, networking, data, models, applications, governance — to ask what 'sovereign AI' actually means in India, and where the money is going.
- Why You Can’t Buy a Data Center Right Now
The AI boom created the worst electronics supply chain crisis in history. Here’s a simple map of what’s broken, who broke it, and when it gets fixed.