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 | 80 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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bepresearch.substack.comLatest Issues
NVIDIA Vera: When CPU Latency Becomes GPU Economics
NVIDIA named AMD’s flagship as the yardstick — and quantified the chiplet tax.
“Chiplet architectures are really becoming the legacy CPU architecture... chiplets levy a heavy tax on memory bandwidth and data movement.”
ServiceNow’s Two Clocks, and a Short Report on Bloom
A ServiceNow check-in for July 22, and where Bloom stands after my call with Hunterbrook.
Quick one today, on two positions you know from this letter. In February I told ServiceNow readers to watch Now Assist ACV; the company deleted the m...
Jensen Huang: “Most Companies Will Be Built on Harnesses”
He said it Wednesday. Five launches in three days backed him up.
“With an open model like NVIDIA Nemotron, a LangChain harness, the NVIDIA OpenShell runtime, and a company’s own data, every enterprise can build custom agents that understan...
The Bandwidth Tax
Co-authored with Rui “Rick” Xie, researcher in computer systems, memory architecture, and AI infrastructure (rickxie.cn). Rick led the engineering and standards analysis; Ben Pouladian led the investment framing.
published “HBM: High-Bandw...
What Wolfspeed’s 20-Year Operator Added to the Mohawk Number
Balkas endorsed the CFO’s ladder, attached the error bars, and disclosed a 300mm option nobody models.
Hope everyone had a great Fourth of July holiday. Amazing to see America turn 250 years young.
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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.
Semiconductor, AI Infra, DRAM/SSD | PhD
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