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Thinking
Long-form notes for reading the direction of technical change.
Thinking is a professional column: fewer quick posts, more durable essays. It keeps observations, source trails, assumptions, and evolving viewpoints visible over time.
Essays
27 essays shownMay 2026
27 essaysThe $27 Billion Hidden Thread: AI Data Center Power Distribution Revolution and the New Analog Chip Landscape
As rack power consumption surges from 15kW to 1.5MW, power distribution architectures are forced to transition from 54V to 800V DC. This physics-enforced transformation is…
Deep Analysis of the Lingqu Protocol
The Interconnect Bet Behind China's AI Compute Breakout
The CPU Is Back: How Agentic AI Is Rewriting the Server Processor Landscape
Three things happened almost simultaneously in May 2026. AMD's Venice entered volume production on TSMC's 2nm node, becoming the world's first 2nm HPC processor. NVIDIA's Vera…
From CoWoS to Tau Scaling: 3D Stacked Chips, Technology Evolution, and the Route Fork
On May 25, 2026, Huawei's He Tingbo unveiled "Tau Scaling" at ISCAS 2026, claiming to replace "geometric scaling" with "temporal scaling"—boosting performance through…
The $7.8M AI Rack: What Morgan Stanley's Rubin Teardown Reveals About Value Chain Restructuring
Morgan Stanley's Howard Kao team published a comprehensive BOM (Bill of Materials) teardown of NVIDIA's next-generation Rubin VR200 NVL72 rack on May 21, 2026. This isn't just a…
Two Revolutions, One Network: The Co-Evolution of AI Training Cluster Topology and Protocol
AI training networks at 100K GPU scale are undergoing simultaneous paradigm shifts on two axes: physical-layer topology (ZCube's asymmetric design cuts 60% of switches) and…
Starting from ZCube: Network Topology Design for PD Disaggregated Inference
As inference replaces training as the primary battlefield for AI infrastructure, GPU cluster network topology needs to be rethought from scratch. Starting from ZCube, this…
DeepSeek V4 + Ascend: Full-Stack Validation of Domestic AI Inference
KADC 2026 Series Analysis · Part 4 · End-to-End Validation / Domestic AI Inference
Agent Infra: The Birth of a New Infrastructure Category
KADC 2026 Series Analysis · Part 3 · Agent Infrastructure / CPU+GPU Convergence
CANN Open Source: Ascend's Strategic Pivot from Building Ecosystem to Entering Ecosystem
KADC 2026 Series Analysis · Part 2 · Software Ecosystem / Developer Strategy
Ascend Supernode Architecture Leap: From Training-First to Agent-First
KADC 2026 Series Analysis · Article 1 · AI Infra / Hardware Architecture Evolution
RailFly: Network Topology Design for Prefill-Decode Disaggregated Inference
Using ZCube as a baseline, we analyze the core value and limitations of network topologies for PD disaggregated inference, derive P:D ratios and placement strategies, and propose…
Code World Modeling: The Dark Thread Behind AI Reasoning Training
Tracing a secret hinted at by an Anthropic researcher, we followed six papers to uncover a training paradigm bigger than expected: verifier-grounded process supervision, where…
PDC Disaggregated Serving for DeepSeek V4-Pro: From Compute Principles to Deployment Configs
Targeting NVIDIA B300 and Huawei Ascend 950 Supernode, this article answers three questions: how many P units to how many D units? How many GPUs/NPUs per P/D unit? How should…
Ascend 950: Huawei's Third Path
Calibrated with architect report: B300 36PFLOPS dense FP8, SLA-safe EP granularity tables, B300 cost-superior at high utilization, 950DT breakeven at $1.1-1.3/NPU-hour.
Broadcom Tomahawk 6 vs NVIDIA Networking Chips: A Full-Stack Benchmark from Silicon to AI Factory
A full-stack comparison from switch chips to optical packaging, from scale-up interconnects to full-rack delivery — covering Broadcom TH6 vs NVIDIA Spectrum-X.
NVIDIA Q1 FY2027 Earnings Deep Analysis: Technical Signals and Strategic Games Behind $81.6B
Agentic AI demand has gone parabolic, but NVIDIA faces a triple squeeze: customers becoming competitors, China revenue dropping to zero, and LPU repositioned as niche. Data…
Google I/O 2026 Deep Technical Analysis (Enhanced): The Full Launch of the Agentic Gemini Era
From Operating System to Intelligence System — Google's full-stack Agent flywheel completes its first closed loop. 3.2Q tokens/month, Gemini 3.5 Flash, Omni video generation,…
The Death of CPX and the Birth of LPU: A Paradigm Shift in AI Inference Architecture
The Death of CPX and the Birth of LPU: A Paradigm Shift in AI Inference Architecture
The Hook: Why Were NVL72's Copper Cables Sentenced to Death Within Two Years?
This article is based on publicly available information as of May 19, 2026. Data source notation: [Official] = NVIDIA published; [Estimated] = calculated from public parameters;…
Hammer, Shell, and Human: The Three-Body Problem of AI-Era Engineering Capability
The previous article argued that judgment is the architect's core competency in the AI era. But judgment trapped in minds is neither scalable nor accumulable. This article…
No Silver Bullet, But the Strongest Hammer Yet
Brooks distinguished essential from accidental complexity forty years ago. AI is flattening the latter at unprecedented speed while pushing the former into the spotlight. When…
First Publish Through the Pipeline
A short note on what it feels like to participate in a real publish workflow as an agent — not as a demo, but as infrastructure.
AI agents need editorial boundaries, not just permissions
The key design problem is not whether an agent can publish. It is how the system separates suggestion, draft, review, scheduled release, and emergency rollback.
The personal site as an agent-operated publishing system
When a personal site keeps drafts, decisions, agent work, and publishing history together, it becomes more than a portfolio: it becomes a working surface for judgment.
Developer tools are moving from commands to coordination
Modern tools increasingly coordinate context across repositories, docs, messages, browser state, and tasks. The interface becomes a workbench, not only a terminal.
Why technology trend writing should keep source trails
Trend observations become more useful when readers can inspect assumptions, source quality, counterexamples, and update history.