Data Gravity
Chris ZeoliQuantitative analysis of the infrastructure and systems powering AI—written for the founders and operators building them and the investors funding them.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 76 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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datagravity.devLatest Issues
China's Open-Weight Takeover
For two years the consensus framing of the AI race was a capability gap: U.S. frontier labs led, China followed by 6–18 months, and export controls would widen the lag. As of mid-2026 that framing is the wrong abstraction. The gap that matt...
Software Ate the World. Now Hardware Is Eating Software.
Thesis
The dominant narrative of the last software cycle was that value migrates up the stack — toward the application, the workflow, the system of record, the seat you sell. That was true for SaaS, where the marginal cost of serving on...
What is CXL?
Compute Express Link (CXL) is an open, cache-coherent interconnect that lets CPUs, accelerators, and memory devices share one address space over the PCIe physical layer. It exists because memory stopped scaling at the rate compute does, and...
What Does Broadcom Do?
Broadcom (AVGO) does not make products consumers recognize. It does not have a brand that appears in press releases or keynote slides. What it has is position — deep inside the infrastructure stack that every major technology platform runs...
The ABF Substrate Bottleneck
The package substrate rarely gets the attention of GPUs or HBM memory, but it has become one of the most important components in modern AI systems. Sitting beneath the chips, the substrate delivers power, routes thousands of high-speed conn...
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Authors
The writers behind this newsletter.
Partner @ Wing investing in AI infra, data and cyber.
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