Case Study

Silicon & Steel Case Study

Supply Chain

Jul 2, 2026

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2 min read

Why Your Prescription Keeps Running Out

America's drug shortages just hit a two-decade record, and the cause and the cure both run through a supply chain that begins where almost nobody is looking.

Silicon & Steel .

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 .

Case Study

Why Your Prescription Keeps Running Out

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

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