https://tek54.com/opinion/asml-euv-monopoly-backlog-compute-chokepoint tek54en 2026-07-15T21:14:41.873Z The most important company in AI doesn't make a model or a chip. It makes the one machine that makes the chip. https://tek54.com/hardware/new-york-data-center-moratorium-grid-ratepayers tek54en 2026-07-15T21:12:48.217Z New York didn't ban data centers. It put a price on the megawatts they were getting for free. https://tek54.com/ai/prismml-bonsai-27b-on-device-model-compression tek54en 2026-07-15T21:11:02.345Z They fit a 27-billion-parameter model on an iPhone. The compression is real. The capability is the part nobody measured. https://tek54.com/business/ibm-q2-miss-memory-shortage-software-budgets tek54en 2026-07-14T21:14:17.152Z IBM sells no memory. It just lost $65 billion to a memory shortage. https://tek54.com/hardware/tsmc-record-revenue-margin-packaging-chokepoint tek54en 2026-07-14T21:13:08.253Z TSMC just posted a record quarter. The number that decides whether it was a good one won't arrive until Wednesday. https://tek54.com/opinion/china-nvidia-h200-rationing-huawei-inference tek54en 2026-07-14T21:12:01.086Z China didn't reopen its market to Nvidia. It built the same permission machine Washington did.