Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
HBM memory and TSMC packaging: what limits AI chip supply in 2026
AI chips are limited by more than the processor: stacked HBM memory and advanced packaging at TSMC set the pace. Sourced figures, dates and caveats.
Google TPU 8t and 8i explained: training and inference chips
Google split its eighth generation TPU into a training chip and an inference chip. What each does, how it compares with Ironwood, and what is unconfirmed.
Trainium, Maia and Jalapeño: the cloud and lab custom AI chips compared
Amazon, Microsoft and OpenAI each build their own AI chips. What Trainium, Maia 200 and Jalapeño are for, what is published, and what is only claimed.
OpenAI revenue, losses and cash burn: what has been reported
OpenAI's reported revenue, run rate, operating losses, cash burn and funding, each figure labelled leaked, reported or projected, with as-of dates.
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