Daniel Krauz

Follows semiconductors, infrastructure and the large platforms — the hardware layer underneath the software story.

TSMC: The Quiet Kingmaker of the AI Boom

TSMC makes nearly every advanced AI chip. Inside its foundry dominance, the Taiwan geopolitics, and the risks of that supply concentration.

AMD AI chips are chasing Nvidia with the Instinct MI300 line. We break down the ROCm gap, key customers, and whether AMD can win real share.

How AWS Bedrock powers Amazon's model-agnostic cloud, its $8B Anthropic bet, and the fight with Microsoft and Google for enterprise AI.