Signal & Silicon

A weekly read on frontier models, datacenter buildouts, and the compute supply chain.

by Ted Yost

Joined by 5 readers

Enterprise Adoption Is Slower and Stickier Than the Demos Suggest

Datacenter Power Is the Real Scaling Wall

Jun 20, 2026

Inference Costs Are Falling Faster Than Anyone Predicted

When a lab ships a new frontier model, the interesting question is rarely whether the benchmark went up. It is whether the price-performance curve shifted enough to unlock a categ…

Jun 17, 2026

The Open-Weight Models Are Closing the Gap

The second-order effects of cheaper tokens are where the real value migrates. As raw inference approaches commodity pricing, the durable businesses are the ones that own distribut…

Jun 11, 2026

The Quiet Consolidation of the Chip Supply Chain

Power, not silicon, is emerging as the binding constraint on datacenter expansion. Grid interconnection queues stretch years out in the key regions, and the operators who locked i…

Jun 3, 2026

The Case for and Against the Capex Supercycle

How to Read an AI Earnings Call

Apr 30, 2026

What the Latest Model Release Actually Changes

The chip supply chain is quietly consolidating around a handful of chokepoints: advanced packaging, high-bandwidth memory, and leading-edge fabrication. Any one of these can gate…

Apr 19, 2026