Follow the idea
The models, chips and infrastructure behind AI. From local inference and personal computers to cloud platforms and the economics of deployment.
10 articles by Ajay Cyril
Start here
Muse Glimmer is a 29.6B dense, multimodal model trained for coding, research, tool use and long-running agents. It runs locally, comes with an Apache 2.0 licence, and Meta says an open-weight version of the larger Muse Spark 1.2…
Read the starting essay
RTX Spark is NVIDIA’s bet that your next machine will be built for gaming, local LLMs, CUDA workflows, and on-device AI - all in one box. For the last decade, the personal computer has been split into two…
Intel’s AI Comeback Is a Bet That NVIDIA Is Optimizing for the Wrong Problem by Ajay Cyril “The old world is ending. The new world begins.”Read on Substack
AWS re:Invent 2025 was not a showcase of flashy demos. It was a clear signal about how long-term AI infrastructure battles are won. 1. Graviton reshaped cloud economics With ARM now default across new…
Moonshot AI’s new model from China scored 67 on the Artificial Analysis Intelligence Index, beating every open model and sitting just behind GPT-5. It was trained on 15.5 trillion tokens using a Mixture of…
Qualcomm’s AI200 marks a turning point in AI hardware. The focus is shifting from model training to model serving, from peak performance to sustainable performance.…
An analysis of Intel's decline in AI and its potential resurgence.
Moore's Law just does not work in the AI era While Moore’s Law predicted the exponential growth of transistor count, the real drivers of AI progress today are the AI scaling laws—and the growth is far faster.…
By providing it more context - Adding Contextual Retrieval to your RAG Models Generative AI has reached a level where it excels at many fundamental tasks better than humans.However, as AI continues to evolve,…
"The Age of Copilots is Upon Us" Or so Satya wants us to believe and buy into the vision! Microsoft has missed out on many key waves of technology most notably getting mobile wrong. But this time, with Satya…
New thinking on AI, products and the technology shaping what’s next.