Data Gravity
Chris ZeoliEssential insights for founders and practitioners navigating the data and infrastructure software landscape.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Subscribers | Read | datagravity.dev |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Inference Unbundling: Why Prefill and Decode Are Splitting the GPU
Inference is not one workload. It is two — prefill and decode — and they want different silicon. The market is splitting accordingly. Nvidia bought Groq for $20B. Cerebras partnered with AWS Trainium. Both pair a compute engine with a memor...
The Next Verifiable RL Domain Is Security
Reinforcement learning produces superhuman agents wherever the reward signal is cheap, fast, and verifiable. Coding and math fell first: SWE-bench scores moved from single digits in 2023 to 60%+ in 2025; AIME accuracy went from ~15% to 95%+...
The Structural Bottlenecks in the AI Data Center Supply Chain
AI inference workloads require 10,000–1,000,000x the compute of a comparable SaaS transaction, depending on model size and task complexity. This shifts value from software toward compute supply chain owners, compressing gross margins at the...
Neoclouds and Why AI Compute Demand has Outgrown Hyperscaler Balance Sheets
RPO backlog data reveals a market so demand-saturated that even Azure’s $625B in AI-era commitments (+1,150% over pre-AI baseline) is insufficient. Microsoft, the largest infrastructure spender in the world, has spent the past year scrambli...
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Authors
The writers behind this newsletter.
Partner @ Wing leading seed and series A investments in infrastructure software.
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