CATEGORY_INDEX // 229 ENTRIES

AI

Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.

Infographic titled SMIC and the EUV Wall: China's Semiconductor Ceiling, contrasting SMIC DUV multipattering and EUV-based chip yields
AI · 01/20/2026

SMIC and the EUV Wall

SMIC EUV does not exist and under current rules never will, and that single absence is the wall that decides whether China's foundry can…

4 MIN
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9349
AI · 01/10/2026

CES 2026: The Physical AI Year

CES 2026 is the physical AI year: AMD's Lisa Su keynote, the Snapdragon X2 Plus, Qualcomm's Dragonwing IQ10 robotics push, and Afeela in production.

2 MIN
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