Technical explorations and production lessons
I explore modern tech stacks, build things, and document what I learn along the way. From deep dives into new tools to real-world production architectures.
China's AI earnings split reveals two distinct cycles: mainland hardware suppliers cash in on capex surge now, while Hong Kong internet platforms wait for monetization phase. Here's the timing, the ROI gap, and what to watch in 2026.
As Google touts new AI compute pods and Nvidia’s Blackwell remains a no‑sell to China, policy walls are reshaping where cutting‑edge AI runs. Here’s the split, who benefits, and what to watch next.
One week after Meta announced $75B in AI infrastructure deals, it raised $30 billion in bonds and watched its stock drop 11%. What changed, and what it means for the AI spending race.