FPX AI

Beyond Power: The Helium & Tungsten Bottlenecks

The Iran war exposed a wartime logistics shock. China's export controls exposed a structural one.

Apr 6 • FPX AI

18

3

February 2026

The Fake AI Copper Debate: Mispricing the Physical Layer

Why “de‑coppering the rack” won’t de‑copper the data center — and why optics still wins anyway

Feb 20 • FPX AI

21

3

The NeoCloud Guide to Robotics: Inside the Next Compute Gold Rush

How neoclouds adapt to robotics and why the winners will look more like “world infrastructure” than “GPU rental”

Feb 5 • FPX AI

15

2

January 2026

Beyond the GPU: The 2026 CPU Bottleneck No One Is Pricing In

As AI shifts from $/Token to $/Task, tomorrow’s agentic and robotic workloads are turning CPUs into the new constraint. We map the demand shift and the…

Jan 29 • FPX AI

28

6

The Rubin Protocol : Supply Chain, Bottlenecks, and the Real Winners of the AI Buildout

Since Moore’s Law is dead for real production workloads NVIDIA adapted with the Rubin platform by co-innovating across 6 chips. We break down the supply…

Jan 19 • FPX AI

20

3

December 2025

NVIDIA’s Christmas Eve Gift: Groq and the New Physics of Inference

How splitting the supply chain unlocks the next decade of reasoning models, brownfield capacity, Supply-Chain Physics, and token economics.

Dec 25, 2025 • FPX AI

11

3

Part 2 : Beyond Power : The Networking Bottleneck Starting to take Shape

Copper, optics, and where the real bottlenecks and value pools are

Dec 9, 2025 • FPX AI

25

2

November 2025

Breaking down Google's plan to Double AI Compute Every Six Months

A first‑principles teardown of Google’s Hypercomputer—chips, power, networking, memory, and models—and what actually has to be deleted, rebuilt, and…

Nov 24, 2025 • FPX AI

16

4

6

October 2025

Part 1 : Beyond Power: The AI Memory Bottlenecks Investors Are Missing

This series will map the non‑power bottlenecks—what they are, who controls them, and how to invest around them.

Oct 29, 2025 • FPX AI

13

4

The Right Way to Run a NeoCloud: A Deep-Dive Strategy Report

Introduction

Oct 8, 2025 • FPX AI

8

1

September 2025

Google's TPU Supply Chain Playbook: The Underestimated Threat to Nvidia’s AI Dominance

Investors track AMD, Amazon, and Microsoft as Nvidia’s rivals—but the most mispriced threat could be Google’s TPUs.

Sep 13, 2025 • FPX AI

30

3

August 2025

How GPT‑OSS Is Silently Reshaping Inference Optimization and Model Serving Sector— and How Neoclouds Can Capitalize

Introduction

Aug 25, 2025 • FPX AI

5

1