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Invisible Infrastructures of the Future | Math Man Magazine | September 2025→
Elon Musk Launches Tesla Terafab. Should ASML Be Worried?→
THE AI MARKET: $2 TRILLION. WHAT IT UNLOCKS: $15 TRILLION.→
KOREA OWNS 90% OF THE $100 BILLION AI MEMORY MARKET.→
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What is the AI layered cake?
My model of the AI market: chips, compute, cloud, data centers, energy, data, models and software, stacked. Every layer must rise together, and any 1 layer can choke the rest. Most people price the top layer, the software. The money and the risk sit in the layers below.
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