The AI ASIC Market, Part 1: Hyperscaler Silicon — Google TPU, AWS Trainium, Microsoft Maia, Meta MTIA & OpenAI's Custom Chip
Google, AWS, Microsoft, Meta, and OpenAI are all building custom AI chips. Here's where each program stands.
T-Shirts vs Tailored Suits: Procurement Differences Between AI Hardware & ASICs
What Bitcoin miners need to understand before they commit to AI infrastructure — and which instincts will mislead them.
Mullet Mining: The Case for Running AI and Bitcoin Mining on the Same Site
There's a middle path between going all-in on AI and keeping the ASICs running. It's called mullet mining, and for the right sites, it's the most capital-efficient way into GPU data center infrastructure.
