2025
- Why GenAI is Good for Google
Also: Google vs OpenAI, vs Meta, and risks
2024
- Data Center Energy, National Security, Nuclear Power
OpenAI's Training and Inference Scaling Laws Call For More Nuclear Power
Also: Google vs OpenAI, vs Meta, and risks
OpenAI's Training and Inference Scaling Laws Call For More Nuclear Power
Technical and strategic analysis of semiconductors and AI infrastructure. Free subscribers get a weekly preview. Paid subscribers get every article and the full archive.
