Silicon & Steel
Gaurav Singh Chaudhary, Silicon & Steel .Semiconductor & supply chain research and intelligence. The hidden chain behind chips and supply.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 30 | Last Issue | 8 days ago | Active |
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Founder's Talk Ep 03: Your AI agents need a harness. Meet the founders building it...
The third in a series of Silicon & Steel conversations with the founders building what's next.
Welcome back to Silicon & Steel conversations. The last two episodes stayed close to the physical world, first the empty trucks on the highway,...
The S&S Weekly Pulse - The Week Memory Broke the Market
The Silicon & Steel Weekly Pulse
Supply chain, semiconductors, and AI infrastructure — everything that mattered this week. Week of July 26 – August 1, 2026.
Your five reads:
- Samsung and SK Hynix posted record quarters as DRAM and NA...
Founder's Talk Ep 02: Your cargo travels blind. Meet the founder trying to fix it.
The second in a series of Silicon & Steel conversations, recorded at Reuters Events Supply Chain USA in Chicago.
Welcome back to Silicon & Steel conversations, where I sit down with the people building the physical backbone of the modern e...
What One AI Answer Actually Costs: Down to the Cent and the Drop
A friend texted me the other night, a little sheepish. He had just seen a scary headline about AI drinking up the world's water, and he wanted a straight answer to a simple question: every time he asks a chatbot to clean up his emails, is h...
The Room Where AI Runs: One Rack Now Eats More Power Than Your Street
A family friend called me last month, annoyed. A company had bought the empty plot behind his house, the one where kids used to play cricket, and put up what he described as a big grey shed with no windows, and then its own little electrica...
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