AI Hardware

S&S Editorial

Jun 25, 2026

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8 min read

When the Wires Cost More Than the Chips

Optics quietly became half an AI cluster's network power. Co-packaged optics is the fix. The full power-and-cost model, free story and premium math.

Silicon & Steel .

Space

Jun 17, 2026

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6 min read

Cheap Sunlight, Expensive Rockets - Cost Breakdown of Space AI Data Centers

Space data centers don't have a power problem, they have a launch-and-cooling problem. The full per-megawatt cost model, free story and paid math.

Silicon & Steel .

Semiconductor

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

Jun 10, 2026

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12 min read

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

Four SEC documents, two amendments, a confidential draft, and financial statements that run to page F-96. Buried inside the largest public offering in history is a quieter story: a launch company quietly becoming an AI-infrastructure bet.

Silicon & Steel .

Semiconductor

NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

Jun 3, 2026

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4 min read

NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

NVIDIA's first PC chip rewrites the laptop hierarchy. Intel and Qualcomm just lost a decade.

Silicon & Steel ., +1

Semiconductor

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

May 31, 2026

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5 min read

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

CoWoS-L is the single most constrained resource in the AI hardware supply chain through at least Q4 2027. Every GPU vendor sourcing it from TSMC is allocation-constrained, and the expansion cycle is 36 months from committed investment to qualified production.

Silicon & Steel ., +1

AI Hardware

When the Wires Cost More Than the Chips

Cheap Sunlight, Expensive Rockets - Cost Breakdown of Space AI Data Centers

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

NVIDIA Just Crashed the PC Party. The Incumbents Felt It Immediately.

The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away

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