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What One AI Answer Actually Costs: Down to the Cent and the Drop

The Physical Cost of AI · Part 3 of 3: The Token. We chased the chip and the rack. Now the bill for a single reply, in watt-hours, drops of water, and fractions of a cent.

The Room Where AI Runs: One Rack Now Eats More Power Than Your Street

The Physical Cost of AI · Part 2 of 3: The Rack. A single AI rack pulls more electricity than 100 homes. Here is what happens when you put thousands of them in one building.

Before AI Thinks, It Eats: The Hidden Power Bill Inside a Single Chip

The Physical Cost of AI · Part 1 of 3: The Chip. An AI chip is one of the most energy-dense objects humans make.

Founder's Talk

Founder's Talk Ep 01: One in three trucks runs empty. Meet the man trying to fix it.

SemiCab’s Ajesh Kapoor on empty miles. What if the empty trucks on the highway weren't a cost of doing business, but a choice?

The 28nm Flood: China’s $41B Mature-Node Buildout Is Already Repricing the Components Inside Every Car, Appliance, and Factory You Make.

Chinese foundries added 1.2–1.5M wafer starts per month at 28nm–55nm on government subsidies, running at 60% utilization. MCU pricing is down 20–30%. This is a 2026 earnings story, not a 2027 one.

The Metal Everything Electric Fights Over

EVs, the power grid, and AI data centers all run on copper. Prices just hit a record, and the real shortage has not even started.

Case Study

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What One AI Answer Actually Costs: Down to the Cent and the Drop

The Physical Cost of AI · Part 3 of 3: The Token. We chased the chip and the rack. Now the bill for a single reply, in watt-hours, drops of water, and fractions of a cent.

The Room Where AI Runs: One Rack Now Eats More Power Than Your Street

The Physical Cost of AI · Part 2 of 3: The Rack. A single AI rack pulls more electricity than 100 homes. Here is what happens when you put thousands of them in one building.

Before AI Thinks, It Eats: The Hidden Power Bill Inside a Single Chip

The Physical Cost of AI · Part 1 of 3: The Chip. An AI chip is one of the most energy-dense objects humans make.

Founder's Talk

Founder's Talk Ep 01: One in three trucks runs empty. Meet the man trying to fix it.

SemiCab’s Ajesh Kapoor on empty miles. What if the empty trucks on the highway weren't a cost of doing business, but a choice?

The 28nm Flood: China’s $41B Mature-Node Buildout Is Already Repricing the Components Inside Every Car, Appliance, and Factory You Make.

The Metal Everything Electric Fights Over

EVs, the power grid, and AI data centers all run on copper. Prices just hit a record, and the real shortage has not even started.

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Catch up on the newest stories from us…

S&S Editorial

IPO Intelligence

Case Study

What One AI Answer Actually Costs: Down to the Cent and the Drop

The Room Where AI Runs: One Rack Now Eats More Power Than Your Street

Before AI Thinks, It Eats: The Hidden Power Bill Inside a Single Chip

Founder's Talk Ep 01: One in three trucks runs empty. Meet the man trying to fix it.

The 28nm Flood: China’s $41B Mature-Node Buildout Is Already Repricing the Components Inside Every Car, Appliance, and Factory You Make.

The Metal Everything Electric Fights Over

Featured Stories

Case Study

What One AI Answer Actually Costs: Down to the Cent and the Drop

The Room Where AI Runs: One Rack Now Eats More Power Than Your Street

Before AI Thinks, It Eats: The Hidden Power Bill Inside a Single Chip

Founder's Talk Ep 01: One in three trucks runs empty. Meet the man trying to fix it.

The 28nm Flood: China’s $41B Mature-Node Buildout Is Already Repricing the Components Inside Every Car, Appliance, and Factory You Make.

The Metal Everything Electric Fights Over

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