Huawei's Tau Scaling strategy: Applying first-principles thinking to leapfrog AI datacenter infrastructure
First principals thinking that led to leapfrogging to post copper era
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China Activating the First Commercial Underwater Data Center Redefines Global Computing Strategy
In the technology sector, we spend an inordinate amount of time discussing the silicon—the massive GPUs, neural processing units, and sophis
Former Army strategist warns U.S. is losing the AI war by focusing on benchmarks while China builds an ecosystem
Beijing is building an AI ecosystem while Washington debates benchmarks. Huawei Ascend chips and DeepSeek models are winning global adoption
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China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost
Huawei is reportedly preparing to enter South Korea's AI accelerator market with its Ascend 950 chips and Atlas 950 SuperPod, challenging Nv
Google TPU: A Deep Dive into the AI Inference Chip's History, Architecture, and Strategic Impact
I am publishing a comprehensive deep dive, not just a technical overview, but also strategic and financial coverage of the Google TPU.
Google TPU: A Deep Dive into the AI Inference Chip's History, Architecture, and Strategic Impact
I am publishing a comprehensive deep dive, not just a technical overview, but also strategic and financial coverage of the Google TPU.

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