New York Turned the AI Buildout Into a Permit Queue Jul 15, 2026 field note #ai-infrastructure#datacenters#new-york
AI Memory Demand Is Pricing the Cheap Smartphone Out of the Market Jul 14, 2026 field note #ai-infrastructure#smartphones#memory
Apple Chip Spending Became Supply-Chain Diplomacy Jul 8, 2026 field note #apple#broadcom#semiconductors
Hugging Face Made GPU Kernels Package Artifacts Jul 6, 2026 field note #hugging-face#gpu-kernels#ai-infrastructure
AI Datacenters Made the Utility Bill a Control Surface Jul 6, 2026 field note #ai-infrastructure#datacenters#energy
Qualcomm Bought Modular to Buy Its Way Out of CUDA Gravity Jun 25, 2026 field note #qualcomm#modular#mojo