### Bismarck Brief

Samo Burja

Founder and President of Bismarck Analysis.

Bismarck Brief

Latest post

[Samo Burja](https://substack.com/@samoburja)

3h

[Bismarck Brief](https://brief.bismarckanalysis.com/)  
[AI 2026: Gas Turbine Demand Pushes Data Centers to Become Power Plants](https://brief.bismarckanalysis.com/p/ai-2026-gas-turbine-demand-pushes)

[Samo Burja](https://substack.com/@samoburja)

Jun 3

[Bismarck Brief](https://brief.bismarckanalysis.com/)  
[AI 2026: Cerebras and the Potential Cambrian Explosion in Semiconductors](https://brief.bismarckanalysis.com/p/ai-2026-cerebras-and-the-potential)

[Samo Burja](https://substack.com/@samoburja)

May 27

[Bismarck Brief](https://brief.bismarckanalysis.com/)  
[AI 2026: TSMC Risks Being a Bottleneck on AI Progress](https://brief.bismarckanalysis.com/p/ai-2026-tsmc-risks-being-a-bottleneck)