AI infrastructure research for serious investors — semiconductors, optical interconnects, software, and systems-level thinking on the plays that matter before Wall Street catches on.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 64 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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bepresearch.substack.comLatest Issues
The Cheap Chip Trap Jensen Just Confirmed At Dell World
Morgan Stanley wrote the chart. Jensen and Michael Dell said it out loud. NVIDIA reports Wednesday.
"NVDA's FLOPs per Chip Divided by Watt Consumption is anywhere from 2x-8x ahead of current-gen, custom ASICs."
Inference Never Sleeps
Three frontier AI labs just shipped the same architectural bet in five weeks. NVIDIA, Physical Intelligence, Thinking Machines. DreamZero, Pi 0.7, TML. The market is the last reader.
Three Labs, One Architecture
Four Prints, One Stack
Anthropic just committed $200B to Google. Four earnings prints marked the stack underneath, flash update
“Google is obviously doing very, very well in the market.” And: “Google is driving a lot of demand on our business.”
The Watt Tax
The bottleneck trade I am taking, called for paid subscribers only. Speculative follow-up to The Watt Asymmetry.
This piece is for paid subscribers only. The idea is in the body. The reason this is paid-only is structural, not promotional:...
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Authors
The writers behind this newsletter.
System-level analysis on AI infrastructure. Hardware, software, and models — first principles, before the consensus. Read by hedge funds, asset managers, and the engineers building the stack. NVDA holder since 2016.
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