AI Topics
The articles and videos on each subject I cover, newest first.
AI chips and export controls
Who makes the chips, who can buy them and what they cost to run. Analysis of Nvidia, custom silicon and export controls from The AI Realist, and measured benchmarks of AWS Trainium and Inferentia, Intel CPUs and Apple silicon.
16 articles · 16 videos
AI infrastructure economics
How the AI buildout is paid for and what it costs to run. Capital spending, GPU-backed debt, datacenter commitments, depreciation and token prices, read from filings and primary sources.
24 articles · 5 videos
European AI sovereignty and regulation
What sovereign AI means in practice. European cloud and AI sovereignty, the EU AI Act, the proposed Cloud and AI Development Act, data residency and the legal reach of US providers, with the filings and court documents behind each claim.
26 articles
Small and open-weight models
Models a company can run and inspect itself. Measured results from models of 1.5B to 72B parameters on laptops, CPUs and edge devices, with quantization, distillation and fine-tuning, plus releases and architectures from Trinity, DeepSeek, Kimi, Qwen and Mistral, and the policy fights over open models.
17 articles · 44 videos