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Writing is the unified content surface; build notes, thinking notes, field records, and DYOR research all live in the same Articles board.
Writing
Articles
Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.
All articles · Showing 31-36 of 42
I Put the /goal Lesson Back into Superloop
This update did not add more agents. It added recoverable runtime context: what the next round should do, why it should do it, and what counts as done.
Cerebras WSE: The Wafer-Scale Answer to AI Inference
Cerebras's Wafer-Scale Engine (WSE) treats an entire 12-inch silicon wafer as a single chip, rather than slicing it into hundreds of small GPUs and wiring them back together like NVIDIA does.
U.S. optical earnings map: where the AI interconnect bottleneck sits
From first principles, AI optics is not a theme label. As AI clusters grow denser, the cost of moving data across GPUs, racks, data halls and data centers rises sharply. GPUs are the compute bottleneck; optical interconnect is the data-movement bottleneck.
Big Four AI CapEx receiver chain
This report uses the 2026-04-29 earnings cycle and later capex summaries as the base: Amazon around $200B, Microsoft around $190B, Alphabet/Google at a $185B midpoint, and Meta at the $135B midpoint of its $125B-$145B range.
1.6T optical order chain
The key question for 1.6T is not whether demos are exciting, but whether the chain has moved from sampling to repeatable volume logic.
AMD Q1 2026 earnings: can AI demand become sustained delivery?
AMD’s quarter moved from narrative-led momentum to delivery pacing: AI infrastructure growth is clearly visible in both revenue and non-GAAP EPS.