InfrastructureOct 24, 2026 · 8:01 AM ET · Construction Physics (Brian Potter) Minimum lot sizes, Boeing’s next 737 MAX, Fervo short sellers, Figure AI’s training data, and more.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: small business, policy; Source: Construction Physics (Brian Potter).
Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips; Source: SemiAnalysis.
Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend
Builder score 42Why it scoresRules judge: Infrastructure item; Source: SemiAnalysis.
From GPU trading to physical settlement, independent markets, and programmable compute
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips, policy; Source: Latent Space.
60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: chips; Source: SemiAnalysis.
InfrastructureOct 17, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) Icon’s fundraising, employment in China’s solar industry, grid-scale battery reliability, Tesla’s flying roadster, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: energy, labor share, policy; Source: Construction Physics (Brian Potter).
ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and its own roadmap all suggest so.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: real estate; Source: SemiAnalysis.
InfrastructureOct 15, 2026 · 10:23 AM ET · Construction Physics (Brian Potter) The enormous advance in AI capabilities over the last several years has in large part been driven by the availability of vast amounts of training data.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: automation; Source: Construction Physics (Brian Potter).
InfrastructureOct 10, 2026 · 10:55 AM ET · Construction Physics (Brian Potter) Propane in air conditioners, Anduril making submarine parts, nuclear reactors on the moon, the robotic hand landscape, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: automation, energy, policy; Source: Construction Physics (Brian Potter).
AI safety is on fire.
Builder score 42Why it scoresRules judge: Infrastructure item; Source: SemiAnalysis.
InfrastructureOct 8, 2026 · 8:02 AM ET · Construction Physics (Brian Potter) In 1960, a team at the University of Illinois released the first version of their PLATO “computerized instruction system,” a network of what would eventually be thousands of computer terminals connected to large mainframe computers.
Builder score 42Why it scoresRules judge: Infrastructure item; Source: Construction Physics (Brian Potter).
And how America will power the next wave of growth
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, energy; Source: a16z.
