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Earlier this year, U.S. President Donald Trump called TSMC “one of the most important businesses in the world.” Although he was incorrect, TSMC is the most important business in the world, his government and others do realize the importance of bringing TSMC into their countries.
The two best models in the world, Anthropic’s Claude 4.5 Opus and Google’s Gemini 3 have the majority of their training and inference infrastructure on Google’s TPUs and Amazon’s Trainium. Now Google is selling TPUs physically to multiple firms. Is this the end of Nvidia’s dominance?
The dawn of the AI era is here, and it is crucial to understand that the cost structure...
Microsoft was at the top of AI in 2023 and 2024, but then a year ago they changed course drastically. They paused their datacenter construction significantly and slowed down their commitments to OpenAI. We called this out a year ago to datacenter model clients and href...
GPU clouds (also known as “Neoclouds” since October of last year) are at the center of the AI boom. Neoclouds represent some of the most important transactions in AI, the critical juncture where end users rent GPUs to train models, process data, and build inference endpoints.
Our previous research has set the standard for understanding Neoclouds:
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