Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXSI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition
Builder score 42Why it scoresRules judge: Infrastructure item; Source: SemiAnalysis.
InfrastructureOct 3, 2026 · 9:14 AM ET · Construction Physics (Brian Potter) A Senate permitting reform bill, the potential of Tesla’s Cybercab, the Navy’s $200 billion worth of shipyard renovations, returning a SR-71 to service, and more.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: policy; Source: Construction Physics (Brian Potter).
GLM-5.3, KV Cache Offloading, HiSparse, DeepSeek Sparse Attention, IndexShare, Single-rollout Asynchronous Optimization, Cybersecurity
Builder score 42Why it scoresRules judge: Infrastructure item; Source: SemiAnalysis.
Looking inside Intel 18A and Intel’s Panther Lake. A free SemiAnalysis STEEL teardown.
Builder score 42Why it scoresRules judge: Infrastructure item; Source: SemiAnalysis.
InfrastructureSep 26, 2026 · 6:17 AM ET · Construction Physics (Brian Potter) ASML’s lack of European sales, a California distributed power plant, Starlink as a planetary barometer, and more.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: energy, policy; Source: Construction Physics (Brian Potter).
In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips; Source: SemiAnalysis.
InfrastructureSep 19, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) AirBnB’s housing accelerator, rising steel prices, a resurgence of US coal power, low-head dams, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: chips, energy, policy; Source: Construction Physics (Brian Potter).
InfrastructureSep 17, 2026 · 8:02 AM ET · Construction Physics (Brian Potter) If you’re reading this, there’s a very good chance you’ve seen this famous image of three iterations of SpaceX’s Raptor rocket engine.
Builder score 42Why it scoresRules judge: Infrastructure item; Source: Construction Physics (Brian Potter).
20GW sits inside a restricted local boundary, 1,525MW actually slips, 2.3GW nationwide including New York
Builder score 42Why it scoresRules judge: Infrastructure item; Source: SemiAnalysis.
Same Bandwidth, Fewer Dies: How 4-hi HBM Cuts Inference Costs and Makes Scarce DRAM Go Further
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: compute; Source: SemiAnalysis.
InfrastructureSep 12, 2026 · 8:32 AM ET · Construction Physics (Brian Potter) City permitting speeds, more efficient ground source heat pump drilling, an Amazon Air crash in Miami, cooling paint, and more.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: policy; Source: Construction Physics (Brian Potter).
The $11T AI Buildout, Nvidia’s Backstop Economics, and the Limits of Nvidia’s Balance Sheet
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: chips, policy; Source: SemiAnalysis.
