Topic
custom-silicon
3 articles
Briefings ·
Signal Briefing: June 20, 2026
FERC moves to fast-track AI data center grid connections, mandating bring-your-own-power or demand flexibility within 90 days — a structural shift in how US grid access is allocated.
Briefings ·
Signal Briefing: June 3, 2026
Microsoft puts its Cobalt 200 ARM CPU and Maia 200 AI accelerator into GA at Build 2026, marking the clearest signal yet that hyperscaler custom silicon is moving from cost experiment to production-grade inference infrastructure.
Deep Signals ·
The Great Inference Pivot: Why Every Cloud Provider Is Rebuilding Its AI Stack
Training dominated the first wave of AI infrastructure investment. Now the real war — and the real money — is in serving models at scale.