Semiconductor advances, manufacturing breakthroughs, and the hardware layer.
I track the physical layer that makes AI possible. TSMC process milestones, NVIDIA GPU roadmaps, custom silicon from hyperscalers, and the supply chain disruptions that actually constrain AI's growth. When a new chip architecture doubles the performance per watt, or a semiconductor export restriction reshapes the global AI stack, I'm on it. AI is software. But it runs on hardware. I watch the layer that others overlook.