The great chips bubble¶

A crowded Ankh Morpork-style guild hall, investors in top hats and waistcoats cheer wildly while clutching ledgers and quills. Analysts scramble across the floor, scribbling frantic charts on giant scrolls, some on ladders.

Welcome to the silicon guilds, where fortunes are minted at the speed of electrons and hype travels faster than a street urchin with a juicy secret. The chip market has become the Ankh Morpork equivalent of alchemy, with NVIDIA, AMD, Intel, and their ilk promising speed, intelligence, and occasional apocalyptic overheating. Investors cheer, analysts scribble frantic charts, and the rest of us squint at the sky wondering when the whole lot will collapse in a spectacular puff of quantum dust.

Silicon is the first foundation of the digital stack, and the foundation is run for profit rather than for resilience.

The guild of silicon dreams:

The silicon guilds and their dubious fortunes
The AI chip gold rush
Supply chain realities
Power and cooling (the inconvenient physics)
Memory bottlenecks
Security vulnerabilities
Silicon shortage reading (chips bubble)

Disclaimer¶

Warranty void if opened, observed, benchmarked, or understood. Contains no user-serviceable parts and precisely one geopolitical dependency. Please handle the supply chain with care. It will not be handling you with any.