// Link · 5 February 2026

The Silicon Moat: Why the World’s Largest Clouds are Becoming Chipmakers

We have entered the age of the Vertical Data Center. Hyperscalers - AWS with Trainium 3, Google with TPU v7 (Ironwood), and Microsoft with Maia - are essentially becoming semiconductor houses that happen to own their own real estate.

Hacker Noon

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