Hathora Blog is the company blog of an infrastructure provider that has shifted from multiplayer game server hosting toward AI inference, with posts on its Models marketplace for voice AI and product announcements. The sample also covers the company's acquisition by Fireworks AI and the wind-down timeline for its gaming customers.
Website: https://hathora.ghost.io/
Long-form technical write-ups on data center networking for AI infrastructure, including GPU serving fabrics, VXLAN EVPN migrations to Cisco NDFC, and AI-assisted network operations. Each post walks through real builds with configs, errors encountered and the design reasoning behind them.
Essay series on how Africa's power, AI compute and cross-border infrastructure can be financed through new contracts, institutions and markets. Readers get argued, finance-literate analysis of instruments like the Compute Purchase Agreement, compute utilities and regional power market settlement.
SemiAnalysis is a deep-dive newsletter on the semiconductor industry and its business dynamics, covering AI datacenters, GPU and accelerator roadmaps, and chip export policy. Readers get detailed analysis of Nvidia, xAI, Huawei, and other players' compute strategies and market implications.
Publishes long-form explainer guides on frontier hardware and AI infrastructure, such as NVIDIA's Rubin Ultra, TSMC's 2nm node and OpenAI's Stargate. Each guide separates officially announced facts from reports and ends with an explicit take and the limits of what is known.
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