Latest posts
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Astra and the Next AI Hardware Rally: Why Marvell Fits the New Bottleneck
Astra may be reopening the AI demand curve just as Rubin Ultra raises questions about HBM capacity economics. I look at why the next AI hardware rally could favor custom silicon, optics, networking and power — and why Marvell sits at the center of that shift.
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AI Has a Power Problem: Why Bloom Energy’s Success Could Re-Rate Doosan Fuel Cell
AI’s next bottleneck is power. Bloom Energy has already shown investors what fast, modular onsite generation can be worth. Now Doosan Fuel Cell has entered the U.S. AI data center market with PAFC technology—opening a potentially much larger re-rating story.