AMD's AI Inflection Point: A Cold Analysis of GPU Supply for the Bear Market
Over the past 90 days, AMD's MI300X has quietly captured 22% of new inference...
Funding
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Maxtoshi
•
2026-07-31
#gpu
gpu related articles
Zama's 1,000 TPS FHE Claim: A Technical Marketing Milestone, Not a Market Event
I didn't buy Zama's 1,000 TPS announcement for a second. Not because I doubt...
Research
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PowerPomp
•
2026-07-29
The Great Unbundling: Citi’s Magnificent Seven Divorce Exposes the Real AI Bottleneck
The smart contract logs were silent. No unusual transfers, no flash loan...
Research
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0xSam
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2026-07-21