Infrastructure

Infrastructure & Semiconductors coverage: compute and silicon, foundry and lithography, AI infrastructure, datacenter power, and on-device inference.

The Semiconductor Supercycle — Why the 2026–2028 build-out is structurally different from prior cycles, and who captures the margin.
Autonomous SOC Leadership — The category's decisive variable isn't model quality — it's who already sits inside the SOC workflow.
Greenland as AI Infrastructure — Arctic siting, sovereignty friction, and the cable economics behind the next hyperscale frontier.
Iran's Stablecoin Pipeline — How sanctioned flows are routing through stablecoin rails, and the chokepoints that remain.
AI-Enabled Cyber Defense — Separating genuine autonomy from marketed automation across the detection-and-response stack.
CrowdStrike Charlotte AI — Product-by-product read on the agentic-security push, and the moat it does and doesn't build.

Rook Reports is an on-demand strategic-intelligence reporting service. Reports are graded with NATO Admiralty source reliability codes and ICD 203 estimative language, and every report gets an adversarial red-team pass.

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Compute, silicon, and the infrastructure of the AI build-out.

SemiconductorsOn-device inferenceDatacenter & powerFoundry & lithoAI infrastructure

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InfrastructureSEMI-2026-04

The Semiconductor Supercycle

16 Jun 20263 days

Why the current build-out is structurally different from prior silicon cycles, and where capacity binds first.

Confidence HighAdmiralty A2Published 16 Jun 20263 days ago

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InfrastructureTECH-2026-09

On-Device Inference Silicon

20 Mar 202691 days

The race to move model inference onto the device, and the silicon making it viable.

Confidence ModerateAdmiralty B2Published 20 Mar 202691 days ago

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