aiinframap weekly
Past issues
One email Friday morning. Engineers only.
May 31, 2026
Anthropic just rented Musk's supercomputer
The Colossus cluster just went multi-tenant
May 31, 2026
1.6T Optics: The AI Bottleneck Breaker
Hyperscalers race to deploy 1.6T in Q3 2026
(undated)
18-Month Lead Time Is AI's Real Bottleneck
5 colos, same JD, supply war — not tech race
(undated)
AI ASICs: Two Fronts, One Missing Moat
Who actually breaks Nvidia's margin?
(undated)
CPO Is Shipping. The Skills Aren't.
Three roles no one has enough people for
(undated)
Where ASIC Money Hires: The Packaging Seam
Three programs, one scarce talent pool
(undated)
Where AI networking silicon is hiring
SerDes, switch ASIC, DSP: career radar
(undated)
Anchor Customers Sort the AI ASIC Field
MI450, Trainium, Groq: who has buyers
(undated)
Gigawatt JVs and 9-month shells: a silicon read
Where money meets megawatts for chips
(undated)
Iron Mountain's $400M GPU exhaust play
ALM margins, repatriation, refresh cycle