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Foundational explainers covering the technologies, architectures, and computing systems shaping the AI economy.

What Is High-Bandwidth Memory (HBM)?
What Is an AI Accelerator?
Understanding AI Chips: GPU vs. TPU vs. NPU
AI Inference vs. AI Training
Agentic AI vs. Traditional AI Agents

Explore Technology Fundamentals →

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What Is ChatGPT?
What Is Claude?
What Is Google Gemini?
What Is GitHub Copilot?

Coming next Hugging Face · Amazon Bedrock

The CODEW AI Infrastructure Watch: AI CapEx Tops $650B as Grid Interconnection Delays and Ultra Ethernet Reshape AI Infrastructure

Erwin Castro Tuesday, August 04, 2026

The CODEW AI Infrastructure Watch | August 4, 2026

The CODEW AI Infrastructure Watch: AI CapEx Tops $650B as Grid Interconnection Delays and Ultra Ethernet Reshape AI Infrastructure

Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5

The CODEW Cloud Computing Watch: $886B Cloud Market, Hyperscaler CapEx Growth & AWS Custom Silicon Strategy

Erwin Castro Tuesday, August 04, 2026

The CODEW Cloud Computing Watch | August 4, 2026

The CODEW Cloud Computing Watch: $886B Cloud Market, Hyperscaler CapEx Growth & AWS Custom Silicon Strategy

Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5

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Featured Intelligence Stories Oct 2026

Memory Semiconductors, HBM & China’s AI Chip Push

The CODEW · Tech & Market Intelligence

⚡ High-bandwidth memory has become the strategic bottleneck for AI infrastructure — while China’s CXMT, state-backed capital, and global memory leaders reshape the semiconductor supply base.

Part 01 Startup Spotlight

Kepler Computing: The Startup to Watch

A weekly profile of an emerging company worth watching — what it builds, why it matters, and the opportunity behind it.

Read Spotlight →

Part 02 Company Deep Dive

CXMT: China’s Memory Semiconductor Ambition

How CXMT is scaling conventional DRAM, advancing its G5 platform, and pursuing an early but still unproven path into HBM.

Read Deep Dive →

Part 03 Company Analysis

SK hynix: How HBM Is Reshaping Its Position

An analysis of SK hynix’s HBM leadership, long-term customer agreements, capacity expansion, and competition with Samsung and Micron.

Read Analysis →

Part 04 Special Report

The Global Memory Semiconductor Race

How SK hynix, Samsung, Micron, and China’s CXMT are competing across HBM, conventional DRAM, export controls, and global supply.

Read Special Report →

Part 05 The Term Sheet

China’s Semiconductor Capital Race

The state funds, IPO proceeds, corporate capital, and equipment investments financing China’s push for semiconductor independence.

Read Term Sheet →

Flagship Editorial Series

Executive Intelligence

THE CODEW · Tech & Market Intelligence

Explore flagship editorial and strategic research series covering industry shifts, tech choices, startup opportunities, and capital markets.

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Special Report Longer-form investigations into multi-company dynamics and industry-wide shifts — the bigger pattern behind the headlines.

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Build vs Buy The strategic case for building technology in-house versus acquiring or partnering for it — M&A, economics, and time-to-market.

→ 💰

The Term Sheet Funding rounds, valuations, and capital structure — what the financing reveals about where capital is going and how markets are changing.

→ 🔦

Startup Spotlight A weekly profile of one emerging startup worth watching — what it does, why it matters, and the opportunity behind the company.

→ 🔍

Company Analysis A thesis-driven look at one strategic question about a single company: can it win the specific bet it is making?

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Company Deep Dive Business model, technology, competitive landscape, leadership, and financials — the full picture in one comprehensive profile.

→

THE CODEW · Tech & Market Intelligence

Data & AI Skills

Learn Data Science Hands-On

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Run multichannel sequences across email, LinkedIn and calls from one sales engagement platform, with AI to help you scale.

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Featured Tech Event

NOV 9–12, 2026

Web Summit 2026

📍 Lisbon, Portugal

One of the world’s largest technology conferences, bringing together startups, investors, founders, and global tech leaders for four days of product launches, networking, and industry insight.

Why attend?

Meet investors, discover emerging startups, and follow the biggest conversations in AI, software, and the global startup economy.

View Event Details →

The CODEW is an independent tech intelligence publication covering AI, enterprise software, infrastructure, cloud, cybersecurity, networking, startup, semiconductor & Tech M&A. I research and publish Deep Dives, Company Profiles, and Build vs Buy analysis for founders and IT decision-makers. Run by Erwin Castro. No hype, just deep research and hard code.

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