Archive - Chokepoints

TE Connectivity

The cheaper half of the AI-connector duopoly.

Jun 24 • Chokepoints.ai

SK Hynix

Everyone's right about memory. That's the problem.

Jun 22 • Chokepoints.ai

Nebius

The AI cloud build-out, priced as if it already works.

Jun 12 • Chokepoints.ai

Welcome to Chokepoints

The winners were the picks and shovels, but only the ones that were chokepoints.

Jun 12 • Chokepoints.ai

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts