The honest accounting on Mixture of Experts: why every frontier model in 2026 is sparse, what the "X total / Y active" parameter math actually buys you, the routing problems the marketing skips, and the all-to-all communication tax that decides whether a MoE model ships or stalls.
Ai-Infrastructure
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Mixture of Experts, Honestly: Why Every Frontier Model Went Sparse and What It Actually Costs -
Optical Interconnects: Co-Packaged Optics, Silicon Photonics, and When Photons Replace Copper Why copper SerDes are running out of room, what co-packaged optics actually is, and how NVIDIA, Broadcom, Ayar Labs, and Lightmatter are pushing photons past the faceplate, onto the substrate, and eventually onto the die.
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Chip Export Controls: Why You Can't Buy an H100 in Shanghai How US export controls turned the AI compute supply chain into a theater of geopolitics: the TPP and performance-density thresholds, the A800/H800 workaround, ASML's EUV monopoly as the real chokepoint, China's domestic scramble, and why the rules keep flip-flopping under your feet.