Technical Deep Dives

In-Depth Technical Analysis

Deep technical insights on infrastructure architecture, data center technologies, and emerging patterns that shape how we build scalable systems.

Infrastructure Architecture

Convenience–Control Tradeoff

Every infrastructure decision trades convenience for control. The pattern recurs across cloud, data centers, inference, and enterprise software — and reveals where the highest-value contracts land.

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Multi-Tenancy · Inference Infrastructure

The Noisy Neighbor Problem

In shared infrastructure, one tenant's workload spike degrades performance for everyone else. The problem compounds with latency-sensitive inference and bursty agentic workloads.

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Infrastructure Intelligence

Heat Is The New Constraint

Hyperscalers deploy $300B+ in 2025 capex, but AI chips exceed 1000W TDP. Air cooling can't keep up. Liquid is mandatory.

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About Technical Deep Dives

Our Technical Deep Dives explore the architectural patterns, constraints, and innovations shaping modern infrastructure. These analyses inform our investment thesis and help us identify where the highest-value opportunities emerge in the infrastructure stack.