Topic
ai-infrastructure
7 articles
The Memory Wall Meets the Concrete Wall: AI's 2026 Capacity Gap
Half of US datacenter capacity planned for 2026 isn't being built, and a parallel DRAM squeeze is exposing the gap between announced AI compute and what physics will actually deliver.
When Memory Starts Cooling Itself: HBM's Thermal Wall Becomes a Supply Chain Story
SK Hynix is moving liquid cooling inside the memory stack — a sign that the AI compute bottleneck is migrating from bandwidth to heat, and that the HBM duopoly is about to get even narrower.
Signal Briefing: March 17, 2026
AI infrastructure capital expenditure reshapes the technology landscape, open-source ecosystems mature into enterprise-grade platforms, and the tech IPO pipeline tests public market appetite.
Signal Map: The AI Infrastructure Stack — From Silicon to Application
A layer-by-layer map of the full AI infrastructure stack, from chips and systems to clouds, platforms, models, and applications.
Signal Map: The MLOps and AI Infrastructure Market
A comprehensive market map of the tools and platforms powering AI in production — from experiment tracking and model training to serving, monitoring, and orchestration.
Signal Briefing: January 20, 2026
AI infrastructure spending forecasts reach $2.5 trillion, cybersecurity teams deploy agentic AI for autonomous defense, and digital advertising enters the AI-agent era.
Signal Map: The GPU Cloud Market in 2026
A structured map of GPU cloud providers — who offers what, at what price, and for whom. The battle for AI compute is fragmenting beyond the hyperscalers.