Hardware
2026
- 04-05 The Silicon Debt Trap: Why $690B in Hardware is a Lease-to-Trash Contract
- 03-30 The SMR-Rubin Arbitrage: Why Your Model is a Tenant of the Grid, Not the Cloud
- 03-21 The $2.5B Short Circuit: Why 'Sovereign AI' is Just a Smuggler's Rebranding
- 03-18 The $6 Trillion Mirage: Why Sovereign AI is Just a Hardware Lease
- 02-26 The Ceiling of the Silicon Gilded Age: Why Nvidia's 75% Gross Margin is the Final Peak for the Generative Era