AI Infrastructure

The compute, chips, power and platforms underneath the AI boom, and the companies building them.

AI Infrastructure

Aug 27, 2026

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4 min read

Compute Became Collateral

Bashar Aboudaoud

AI Infrastructure

Jul 7, 2026

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2 min read

We invested in Pathway

Bashar Aboudaoud

AI Infrastructure

Jul 2, 2026

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3 min read

The Layer Underneath

Bashar Aboudaoud

AI Infrastructure

The Architecture That Changes the Semiconductor Equation

Jun 25, 2026

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2 min read

The Architecture That Changes the Semiconductor Equation

Bashar Aboudaoud

AI Infrastructure

The Power Wall: Why AI's Biggest Problem Has Nothing to Do With Intelligence

Mar 31, 2026

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4 min read

The Power Wall: Why AI's Biggest Problem Has Nothing to Do With Intelligence

Bashar Aboudaoud

AI Infrastructure

Together AI and the Infrastructure Beneath the Model Race

Mar 17, 2026

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1 min read

Together AI and the Infrastructure Beneath the Model Race

Bashar Aboudaoud

AI Infrastructure

The Efficiency Revolution: What Chinese AI Means for Infrastructure Investors

Mar 10, 2026

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2 min read

The Efficiency Revolution: What Chinese AI Means for Infrastructure Investors

Bashar Aboudaoud

AI Infrastructure

Feb 24, 2026

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4 min read

The Infrastructure Bet: Open-Source AI

Bashar Aboudaoud

AI Infrastructure

Compute Became Collateral

We invested in Pathway

The Layer Underneath

The Architecture That Changes the Semiconductor Equation

The Power Wall: Why AI's Biggest Problem Has Nothing to Do With Intelligence

Together AI and the Infrastructure Beneath the Model Race

The Efficiency Revolution: What Chinese AI Means for Infrastructure Investors

The Infrastructure Bet: Open-Source AI

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