Nuclear Technology

SysMoore & Energy (Pt.3.1) Nuclear Landscape

20 min · 21 Feb 2026

The post-nuclear-winter global landscape: decades of underinvestment left the industry dormant just as AI’s insatiable power demand arrives, setting up the policy, supply-chain, and technology gaps that define the next decade’s nuclear investment thesis.

Soitec - Where Silicon Photonics Begins

The near-monopoly on Photonics-SOI wafers that every leading silicon photonics foundry depends on as the starting material for AI’s optical interconnect boom.

27 min read 30 Apr 2026

21 min read 15 Apr 2026

Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)

Blackwell’s packaging, cooling, NVL72, and on-chip SFU bottlenecks exposed NVDA’s gauntlet — while Google’s AVGO-designed TPUv7 shattered the ASIC skepticism and the optical chokepoint tightened into 2025’s defining constraint.

16 min read 10 Apr 2026

Notes: The Bottleneck Heuristic - Where Scarcity Meets Capability in the AI Value Chain (Pt.1)

The investment framework that separates signal from noise: where critical supply scarcity collides with AI’s exploding capability demand to create durable pricing power and mispriced opportunities across the value chain.

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