Browsing: chip

Ukraine’s Main Intelligence Directorate(HUR) recently tore apart the wreckage of Russia’s S-71M “Monochrome” — a low-observable, air-launched cruise missile with a 250 kg warhead and a reported range exceeding 300 km. What they found inside wasn’t exotic black-market hardware. It was a commercial AI chips system-on-module, chip markings TE980M-A1, consistent with a Jetson Orin NX…

The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch. Power delivery from 800V racks, medium-voltage MOSFETs stepping current into GPUs, silicon photonics moving bits between processors: these are the picks-and-shovels layers, and they’re where the…