Featured
Tony P.2026年9月23日
分析と見解
Featured
This Rate Hike Won't Land on Your House. It Lands on the AI Buildout.
Every Advanced Chip on Earth Is Printed by One Machine, and the Rivals Quit on Purpose
One Question Sorts Every AI Company: How Fast Could You Replace It?
The Whole AI Trade Rests on One Assumption — and China Is Attacking It From Underneath
Tony P.
AI・自動化2026年9月23日
Chips Take Six Months. The Box That Powers Them Takes Twenty-Nine.
You can get the chips in six months and the transformer to power them in twenty-nine. The AI boom's bottleneck is now concrete, steel, cooling water and a place in the grid queue.
Tony P.2026年9月23日
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