Deep dives, practical guides, and incident analyses from engineers who build Safeguard. No fluff, no vendor FUD — just what you need to ship secure software.
AI chips are limited by more than the processor: stacked HBM memory and advanced packaging at TSMC set the pace. Sourced figures, dates and caveats.
Google split its eighth generation TPU into a training chip and an inference chip. What each does, how it compares with Ironwood, and what is unconfirmed.
Amazon, Microsoft and OpenAI each build their own AI chips. What Trainium, Maia 200 and Jalapeño are for, what is published, and what is only claimed.
OpenAI's reported revenue, run rate, operating losses, cash burn and funding, each figure labelled leaked, reported or projected, with as-of dates.
What reporting says about OpenAI's gross margin and the cost of running its models for users, why the numbers differ, and which figures are firm.
A plain guide to reading AI lab numbers: run rate versus revenue, gross versus net, margin definitions, and commitments that cannot be cancelled.
How many people work at Anthropic, OpenAI and other AI labs, and what revenue per employee really shows, with every estimate labelled and dated.
Anthropic's reported revenue, run rate, margins, losses and cash burn in one place, with each figure marked as reported, projected or estimated.
How big is Nvidia's lead in AI chips in 2026, how fast is custom silicon growing, and what is each used for? Sourced figures, with dates and caveats.
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