Topic
chips
3 articles
Briefings ·
New
Signal Briefing: May 25, 2026
Huawei's EUV-bypass chip architecture claim lands alongside a $2.5B Supermicro smuggling bust, as US data centers hit 6% of national electricity and community opposition forces hyperscaler retreats.
Briefings ·
Signal Briefing: May 24, 2026
Owned-capacity buildout is reshaping hyperscaler cost structures as the industry crosses from lease-heavy to campus-heavy infrastructure posture.
The Long View ·
The Long View: The Geopolitics of Compute
AI chips have become strategic resources as consequential as oil was in the twentieth century, and the scramble to control their production, distribution, and deployment is reshaping the global balance of power.