Compute & Silicon
Chips, data centers, and the physical substrate the AI build-out runs on.
7 articles
Compute & Silicon5 min readA $20B Signal About Where AI Infrastructure Is Actually Going
NVIDIA’s $20 billion deal with Groq marks a pivotal shift in AI infrastructure, moving the focus from model training to large-scale inference efficiency . Rather than a traditional acquisition, NVIDIA executed a "strategic intervention" by licensing Groq’s core technology and absorbing its top engin
Compute & Silicon6 min readChina’s EUV Breakthrough
For most of the last decade, discussions about artificial intelligence have focused on models, talent, and data. Yet in late 2025, a different story began to reshape that narrative. China has reportedly built a prototype extreme ultraviolet lithography machine, the most critical industrial tool for
Compute & Silicon10 min readSoftware & Silicon
NVIDIA’s real advantage isn’t the GPU, it’s CUDA: a vertically integrated software stack that turns theoretical FLOPs into real, high-utilization performance and continuously improves throughput, latency, and scaling via software alone. In AI inference, CUDA is what drives tokens per watt-dollar dow
Compute & Silicon3 min readHow Google Is Competing in the AI Compute Race
Google is scaling its TPU strategy, offering a cost-efficient alternative to Nvidia that is gaining traction across major AI developers. Gemini-powered search continues to grow, supported by Google’s TPU-backed infrastructure. The broader market is moving toward multiple winners as Google, Anthropic
Compute & Silicon3 min readThe Compute Brokerage Era
Compute is becoming the next major liquidity market as GPU demand outpaces supply constrained by energy, siting, and fabrication. Bursty, latency-sensitive inference and agentic workloads break the old rent-a-server model. A new layer of compute brokers is emerging to allocate, schedule, and price c
Compute & Silicon6 min readAI Roundtripping: NVIDIA, OpenAI, Oracle and the Circular Financing Debate
A series of large, interlinked deals between NVIDIA, OpenAI, and Oracle has raised questions about circular financing in AI. Some view it as inflated growth built on mutual dependence, while others see it as a practical way to fund and scale the infrastructure behind today’s AI expansion.
VE Weekly
The week in tech, AI and early-stage capital.
One send a week. Whole pieces, not a digest of links out.