blog.hub.eyebrow · Tech and Development
Chips, HBM memory, NPUs and advanced packaging: the hardware that sets the limits of AI, read through market data and supply chains.
2 articles
Artificial Intelligence · Investments
The article on robotics asked what infrastructure would become indispensable. The answer is the same one that explains the shift toward smaller models: edge NPUs and memory, shared between robots and local AI.
Artificial Intelligence · Investments
The quarterly financial reports from Big Tech and chipmakers show a race that’s accelerating, not slowing down. But the real bottleneck is no longer silicon: it’s packaging, memory, and electricity. Real data on the AI hardware supply chain in 2026.
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