Silicon & ComputeApril 2026
TSMC sees 70% annual growth in 2nm capacity through 2028
Author/Publisher: Focus Taiwan
Foundry capacity projections outlining TSMC's 2nm nanosheet output CAGR and fab allocations in Kaohsiung Fab 22 and Hsinchu Fab 20.
Transparency bibliography · June 2026
Grounded in primary research and raw data.
Every statistic, timeline, quote, and technical detail on **Silicon Epoch** is pulled from real-world documents. Below is our transparency bibliography.
Silicon & ComputeQ4 2025
TSMC Officially Launches Mass Production of 2nm Process
Author/Publisher: Foundry Announcements / Stocks Registry
Confirms N2 volume production ceremony, GAA nanosheet transistor curves, and wafer price metrics.
Silicon & ComputeMarch 2026
NVIDIA Rubin GPU: 336B Transistors and HBM4 Architecture
Author/Publisher: Tech Insider
Detailed engineering analysis of the Vera Rubin R100 GPU, detailing its N3 process node, HBM4 integration, and transistor count.
Silicon & ComputeApril 2026
NVIDIA Rubin R100 GPU Chip Specs & Interconnects
Author/Publisher: Spheron Network
System-level technical specifications for the Vera Rubin platform, NVLink 6, and HBM4 memory bandwidth.
Silicon & ComputeQ2 2025
Intel Gaudi 3 AI Accelerator Product Specifications
Author/Publisher: Intel Corporation
Official datasheet for Gaudi 3, detailing its 1,835 TFLOPS BF16 compute performance, HBM2e memory, and TDP specs.
Silicon & Compute2025
Intel Gaudi 3 Deployment Guide & H100 Market Alternatives
Author/Publisher: Intel/Introl Technical Group
Deployment metrics, pricing estimates, and shipping targets for Gaudi 3 AI accelerators.
Silicon & ComputeMay 2026
Beyond Blackwell: Preparing Enterprise Data Centers for the NVIDIA Rubin Architecture
Author/Publisher: Arc Compute Blog
Analyzes HBM4 supply crunches, Vera Rubin NVL72 liquid-cooling requirements, and data center thermal scaling challenges.
Frontier LabsApril 2026
DeepSeek V4 and R2 Architecture Deep Dive
Author/Publisher: Meta Intelligence
Teardown of DeepSeek V4's 1-trillion parameter Mixture-of-Experts (MoE) model and its auxiliary-loss-free load balancing.
Frontier LabsMay 2026
Best Open-Source AI Models Ranked in 2026
Author/Publisher: Spectrum AI Lab
Aggregated benchmark rankings comparing open weights like Llama 4, Qwen3-Coder, Kimi K2.5, and Mistral Small 4.
Frontier LabsMay 2026
Anthropic Claude API Pricing & Context Guides
Author/Publisher: Silicon Data Review
Details the Claude 4/5 pricing tiers, input/output cost structures, and context windows.
Frontier LabsJune 9, 2026
Initial impressions of Claude Fable 5 & Mythos 5 Release
Author/Publisher: Simon Willison's Weblog
Initial coverage of Anthropic's dual Fable 5 and Mythos 5 models, safety router redirections, and Stripe integration trials.
Frontier LabsApril 2026
Gemini 2.5 Pro Complete Guide & Deep Think Mode
Author/Publisher: Ortem Tech
Detailed overview of Gemini 2.5 Pro's 2-million token context window, multimodal token pricing, and System 2 thinking features.
Frontier LabsMay 2026
Chinese AI Models Q2 2026 Market Share Report
Author/Publisher: Digital Applied
Tracks OpenRouter API traffic, Chinese lab model price cuts, and deployment of domestic hardware stacks.
Logic & ScienceMarch 2026
SWE-bench Pro: The New Standard for AI Coding Benchmarks
Author/Publisher: Coding Fleet Blog
Explains the SWE-bench Pro dataset (1,865 tasks across 41 repos), data contamination on SWE-bench Verified, and model scores.
Logic & ScienceMay 2026
Best AI for Coding in 2026: Verified vs Pro Leaderboards
Author/Publisher: Morph LLM Blog
Evaluates Claude Opus 4.8, Sonnet 4.6, GPT-5.4, Gemini 3.1, and MiniMax M2.5 on code planning and execution.
Logic & ScienceFebruary 2025 (arXiv)
Gold-medalist Performance with AlphaGeometry 2
Author/Publisher: Trieu Trinh, John Jumper, et al. (Google DeepMind)
Details the architecture of AlphaGeometry 2, achieving an 84% solve rate on IMO geometry problems from 2000–2024.
Logic & ScienceFebruary 2025
DeepMind AI crushes tough maths problems at Olympiad Level
Author/Publisher: Nature News
Nature's coverage of AlphaProof and AlphaGeometry 2 solving 4 of 6 IMO problems to earn a silver-medal score.
Logic & ScienceMay 2025
The transformative impact of AI-enabled AlphaFold 3 in Biology
Author/Publisher: Frontiers in Artificial Intelligence
Explains AlphaFold 3's Pairformer module, ligand-docking accuracy metrics, and structural limitations.
Logic & ScienceAugust 2024
Materials Discovery: Google DeepMind GNoME Codebase
Author/Publisher: Google DeepMind GitHub
Official code repository and dataset release for Graph Networks for Materials Exploration (GNoME), mapping stable crystals.
Grid & NuclearDecember 2025
Meta Data Centers: Inside the $600 Billion Infrastructure Gamble
Author/Publisher: MMCG Invest Post
Comprehensive report on Meta's global datacenter footprint, highlighting the 1 GW Ohio Prometheus and 5 GW Louisiana Hyperion campuses.
Grid & NuclearSeptember 2024
Constellation to Launch Crane Clean Energy Center (Three Mile Island Restart)
Author/Publisher: Constellation Energy
Press release detailing the 20-year Microsoft PPA to restart Three Mile Island Unit 1 (835 MW) as the Crane Clean Energy Center.
Grid & NuclearNovember 2025
US agrees to $1bn loan to restart Three Mile Island Nuclear Plant
Author/Publisher: ABC News / AP News
Details the U.S. Department of Energy's $1B federal loan to Constellation to fast-track the Crane Center restart for Microsoft AI.
Grid & NuclearOctober 2024
Google and Kairos Power team up for SMR deployments in US first
Author/Publisher: World Nuclear News
Coverage of Google's PPA to purchase 500 MW from a fleet of Kairos Small Modular Reactors, targeting Oak Ridge, TN.
Grid & Nuclear2025
Amazon Susquehanna Nuclear Campus Data Center Profile
Author/Publisher: Baxtel Data Center Registry
Technical profile of Amazon's datacenter campus, situated adjacent to Talen Energy's 1,920 MW Susquehanna plant in Pennsylvania.
Grid & NuclearJune 2025
Talen and Amazon expand partnership for Pennsylvania Nuclear SMRs
Author/Publisher: American Nuclear Society (ANS)
Details on the 1,920 MW Amazon-Talen PPA through 2042 and the spring 2026 front-of-meter grid interconnection.
GeopoliticsMarch 2025
Samsung takes delivery of first High-NA EUV system (ASML EXE:5000)
Author/Publisher: Bits & Chips Magazine
Reports ASML's shipment of the pre-production 0.55 NA tool to Samsung Hwaseong, following Intel and TSMC.
Geopolitics2026
United States export controls on AI chips and semiconductors
Author/Publisher: Wikipedia
Comprehensive history of U.S. export controls, including the October 2023 BIS rules and subsequent 2024–2026 revisions.
GeopoliticsJanuary 2026
U.S. BIS Export Policy Shift: H200 & MI325X China Case-by-Case Reviews
Author/Publisher: Introl Policy Review
Detailed overview of the January 15, 2026 BIS rule setting TPP and bandwidth limits, and ByteDance's $14B order pipeline.
GeopoliticsFebruary 2026
SMIC AI Chip Strategy: Inside China's 5nm Power Play
Author/Publisher: Enkia Market Intelligence
Tracks SMIC's 7nm yields (20-40%), DUV multi-patterning restrictions, and 5nm pilot runs for Huawei Ascend.
GeopoliticsQ4 2025
Huawei / HiSilicon NPU Supply Chain Spotlight
Author/Publisher: SemiconductorX
Deep-dive report on Huawei's Ascend 910C and 950PR/DT architectures, custom memory stacks, and server cabinet integrations.
GeopoliticsOctober 2024
Regulating the Future: Eight Key Takeaways from California's SB 1047 Veto
Author/Publisher: Gibson Dunn
Legal analysis of Governor Newsom's veto of the Safe and Secure Innovation for Frontier AI Models Act and its impact on open weights.
GeopoliticsSeptember 2024
California Senate Bill 1047: Legislative Text and Provisions
Author/Publisher: California LegiScan Portal
Full official text of SB 1047, outlining the $100M training compute cost and 10^26 FLOP thresholds.
Data & ScalingMarch 2026
Why 2026 is the Year Synthetic Data Becomes Non-Negotiable
Author/Publisher: Towards AI
Outlines Epoch AI's public human data depletion timeline, 5× overtraining multiples, and MIT crawler-blocking datasets.
Data & ScalingJune 2026
Reasoning Models Explained: o1, o3, and DeepSeek-R1
Author/Publisher: PR-Peri AI Blog
Explains System 2 reasoning architectures, test-time token budgets, and reinforcement learning optimization routes.
Data & ScalingMay 2026
What is test-time compute and how to scale it at inference?
Author/Publisher: Hugging Face Blog
Technical post explaining inference-time scaling, search tree generation, and DeepSeek-R1's GRPO verification pipelines.
Data & ScalingMarch 2026
Reasoning Model Production Stack: Asymmetric Token Volumes
Author/Publisher: SyncSoft AI Blog
Analyzes the 140 trillion daily token call rate, cost asymmetries (4-17× increase per query), and GPU deployments.