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THE DIGITAL ALCHEMIST
THU 23 JUL 2026
READALCHEMIST.COM
11 articles · tag

#custom silicon

01
Silicon

OpenAI Bets Its Unit Economics on Silicon It Owns

91
02
Silicon

OpenAI's Jalapeño Is a Margin Defense, Not an Innovation Story

91
03
Silicon

OpenAI's Jalapeño Is a Unit-Economics Move, Not a Chip Story

91
04
Silicon

Jalapeño Makes Broadcom the Backbone of the AI Frontier

95
05
Silicon

The AI Data Center Is a Chip Procurement Problem

84
06
Infra

The Trillion-Dollar Floor: Hyperscaler Capex Has Become a Structural Constant

92
07
Silicon

The $1 Trillion Data Center Market Is Redrawing IT Budgets

91
08
Silicon

What Broadcom's Guidance Miss Really Says About AI Capex

88
09
Silicon

Silicon Is the Constraint: The SIA/Deloitte Numbers That Reframe Every Infrastructure Decision Through 2028

92
10
Silicon

Amazon's Silicon Is Now a Business, Not a Project

91
11
Silicon

Chips Are the Data Center: SIA-Deloitte Puts Hard Numbers on AI's Value Concentration Problem

88
NVDA 207.29 ▲ 1.97%AAPL 327.74 ▲ 0.35%MSFT 397.75 ▼ 1.13%GOOGL 347.15 ▼ 1.38%AMZN 247.55 ▼ 0.98%META 643.81 ▼ 0.32%TSLA 378.93 ▲ 2.53%AMD 544.43 ▲ 8.11%AVGO 386.50 ▲ 2.21%PLTR 132.66 ▼ 1.62%COIN 175.85 ▲ 9.61%MSTR 101.95 ▲ 4.22%NVDA 207.29 ▲ 1.97%AAPL 327.74 ▲ 0.35%MSFT 397.75 ▼ 1.13%GOOGL 347.15 ▼ 1.38%AMZN 247.55 ▼ 0.98%META 643.81 ▼ 0.32%TSLA 378.93 ▲ 2.53%AMD 544.43 ▲ 8.11%AVGO 386.50 ▲ 2.21%PLTR 132.66 ▼ 1.62%COIN 175.85 ▲ 9.61%MSTR 101.95 ▲ 4.22%