Samo Burja | Substack

Bismarck Brief

Samo Burja

Founder and President of Bismarck Analysis.

Bismarck Brief

Latest post

Samo Burja

3h

Bismarck Brief
AI 2026: Gas Turbine Demand Pushes Data Centers to Become Power Plants

Samo Burja

Jun 3

Bismarck Brief
AI 2026: Cerebras and the Potential Cambrian Explosion in Semiconductors

Samo Burja

May 27

Bismarck Brief
AI 2026: TSMC Risks Being a Bottleneck on AI Progress