Explainers
Plain-language answers to the questions behind the AI buildout: what the layers are, what the terms mean, and how the money flows.
Explainers · · Eric Sciberras
What are AI infrastructure stocks? The 12 layers, explained
AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.
Explainers · · Eric Sciberras
What is a neocloud? GPU clouds, explained
A neocloud is a cloud company that rents GPUs for AI and little else. How they make money, which ones are public, and who actually owns the chips.