
We hunt the structural breaks the market ignores. From Foundry Geopolitics to Robotics, we map the deep cycles of the 2025–2035 AI transformation. This isn't news. It is the blueprint for the next decade. Escape the retail consensus
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 79 | Founded | 10 months ago | Last Issue | 3 days ago |
| Active | |||||

The transition toward 800 V data center power is changing the role of energy storage inside the rack.
The transition toward 800 V data center power is changing the role of energy storage inside the rack. As AI systems move toward much high...
How We Plan To Invest Following Our Thesis
We are making a bold call that not over the next 6 months or the next year but over the next three to five years that TFLN will become an enabling technology in photonics that will largely replace...
At ECOC 2026 in Málaga Spain, which took place this week from September 21–24, both NGK Corp and HyperLight were showing off their next-generation optical-interconnect technology. NGK showcased its new 8-inch TFLN bonded wafer for the first...
The market is finally waking up to Qualcomm’s ability to acquire meaningful data center contracts and grow this side of the business which the market had been largely ignoring before the AWS contract was announced. Now that a major hyper-sc...
Temple 8 | Sector Deep-Dive | Edge AI Silicon
Temple 8 | Sector Deep-Dive | Edge AI Silicon
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The writers behind this newsletter.
A research project mapping the architecture of the future world: AI, robotics, Giga Watts, Supply Chains, Shadow Banking, Stable Coins, L/S ideas & Geopolitics. Exploring the deep cycles behind the 2025–2035 AI transformation.
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