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 | 87 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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The Write Problem: Which AI Bytes Actually Belong on NAND
Good morning. It’s been a busy week of Hot Chips and NVIDIA earnings and all the action. Pour yourself a coffee and dig in, this is a long one!
This is a free report from Ben and Rick.
Co-authored with Rui “Rick” Xie (rickxie.cn),...
The Audit: Nvidia Answers on August 26
Everything we have published about NVIDIA reports Wednesday, right alongside the company.
I sat in on their Hot Chips pre-brief Friday, and this note publishes the minute that embargo lifts.
The Tax Dodge: Qualcomm's 133 TB/s Isn't What You Think
Co-authored with Rui “Rick” Xie (rickxie.cn), a memory-systems researcher with a PhD from Rensselaer Polytechnic Institute whose work runs from DRAM to SSDs. This is the second installment in our memory series. Rick leads the enginee...
The Next Inflection Is the Lab
The same current runs through both. What worked in the datacenter now points at the lab.
On August 5, Jeff Dean left Google after twenty-seven years. He didn’t leave to build another model. He left to co-found Discovery Loop, a publ...
All Roads and Rockets Lead to NVIDIA
Tokens per second is this decade’s frames per second, and the metric is the moat.
Four Physics Bets, One Constraint
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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.
AI Infra, DRAM/SSD | PhD
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