Author: itembalabantu
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Computing’s Single Point of Failure: Why the Semiconductor Supply Chain Is Tied to a Few Places on the Map
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. The ultimate bottleneck for AI and computing is neither chip performance (physics) nor capital (economics), but a geopolitical structure in which advanced logic, EUV lithography, HBM, and upstream materials…
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The honest TRL of post-CMOS: the gap between headline qubit counts and the “when is it useful?” question
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. For post-CMOS alternatives (quantum, neuromorphic, photonic and others), the real question is not “does it work?” but “when does it become useful?” The estimated resources to break RSA-2048 have…
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What died is not Moore’s Law but its economics
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. Computing-power series, Part 3. The 30-second version What. The real bottleneck hidden behind the “node in nm” headline is not physics but economics — density keeps rising, but the decline in cost-per-transistor ($/transistor)…
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Power is the bottleneck — what actually fills AI’s 2028-2030 electricity gap
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. AI compute demand doubles roughly every 5-6 months, and the binding constraint on scaling has shifted from silicon efficiency to physical grid capacity. A data center takes 2-3 years…
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The headline metric is rarely the bottleneck — one structure shared by nine deep-tech results
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. A cross-domain synthesis, not a single-paper analysis. Information only — not investment advice. The 30-second version What. Across nine seemingly unrelated deep-tech results we covered over two weeks — blood-pressure drugs and a heart-failure polypill, an ECG-AI biomarker, a…
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A compiler for the wiring between error-correcting codes — a theory-layer step, not a hardware milestone
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. A new preprint (Benhemou & Berthusen, arXiv, 2 July 2026) gives an automated way to design the logical gate — a logical CNOT or CZ — that connects two…
Uthando Nethemba 