Log in to CS Atlas
Author
CEO and Principal Analyst
Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
AMD Series · Part 3 of 3 Compute choice, fungibility, and the cost of correctly completed work As companies put AI into everyday work, we expect attention to shift toward everything required to complete a task. An agent may
ReadAMD Series · Part 2 of 3 The industry conversation is moving from AI models to AI systems, and what gets measured is moving with it, from a single inference request to a complete workflow that includes reasoning, retrieval,
ReadAMD Series · Part 1 of 3 Why agentic AI makes the case for a systems and silicon provider, and how large the markets around it can become AMD's AI strategy was set well before the industry
ReadFor those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP bus
ReadThere is perhaps no more consequential debate around the technology industry today than whether the current AI infrastructure buildout represents a bubble destined for collapse or the logical, sustainable deployment of mature technology. The numbers are indeed staggering, a root cause of people’s an
ReadThe Architecture Graphics Built The GPU exists because graphics demanded a very specific kind of silicon—hardware capable of running identical mathematical operations across massive data volumes in parallel, repeatedly, without stalling. What looked like “drawing pictures” was always a continuous si
ReadThe semiconductor industry has experienced cycles of varying magnitude throughout its history. The PC era brought sustained growth. The smartphone revolution created what many called a supercycle. The cloud computing buildout extended that expansion further. What is happening now is something catego
ReadIn mobile computing, performance is defined by the energy cost of operations. The limiting factors for modern Systems on a Chip (SoC) are thermal headroom and battery constraints, shifting the architectural focus to the infrastructure that feeds the silicon. The power delivery network (PDN) design f
ReadIn the broader narrative of the AI boom, a new category of infrastructure provider has emerged, colloquially termed the “neocloud.” The economic logic of the neocloud is, at first glance, simple arbitrage: the hyperscalers (AWS, Azure, Google Cloud) are supply-constrained and expensive, creating an
ReadThe surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconne
ReadThe easy story is “this looks bubbly.” Spending is massive AND front-loaded, the narrative is high, and a handful of winners dominate the landscape. Hyperscaler capital spending is tracking to roughly $424B in 2025 and stepping toward ~$500B in 2026, after topping $100B in a single quarter earlier t
ReadAriticle Summary/Thesis Every transformative technology arrives twice. First as hardware and headlines—motors, wires, GPUs, data centers—then, years later, as redesigned work that finally shows up in the productivity numbers. Electricity followed that arc. The earliest adopters simply swapped steam
Read