MULTI AI Infra

33 reports · AI Infra

Date	Type	Report
06/02/26	🔮 Research Note	Anthropic-Google TPU Capital Stack: AI Infrastructure Becomes A Balance Sheet Trade
05/05/26	🔮 Research Note	Sub-Quadratic Sparse Attention and the Long-Context AI Cost Curve
05/05/26	🔮 Research Note	OCI-MSA and the Shift to Optical Scale-Up Fabrics in AI Infrastructure
05/04/26	🔮 Research Note	DeepSeek DualPath and the Memory-Fabric Bottleneck in Agentic AI Inference
04/30/26	🔮 Research Note	Mega-Cap AI Earnings: Scale Deployment, Capacity Rationing, and Custom Silicon
04/27/26	🔮 Research Note	Section 351 ETF Exchanges: Tax Deferral Works Only When the Portfolio Is Already Diversified
04/26/26	🔮 Research Note	AI Power Becomes National-Defense Infrastructure: DPA Section 303, Large-Load Interconnection, and Grid Equipment Scarcity Reprice the Compute Stack
04/25/26	🔮 Research Note	The Kelly Criterion in Financial Markets: Optimal Position Sizing, Portfolio Construction, and Risk Management
04/24/26	🔮 Research Note	DeepSeek-V4 Preview: Open-Weight 1M-Context Economics Compress the Closed-Model Pricing Umbrella Without Closing the Premium Workflow Gap
04/22/26	🔮 Research Note	Google TPU 8t and TPU 8i: The TPU Roadmap Splits Into Training and Inference AI Factories, Extending the Read-Through Across Broadcom, HBM, Virgo Networking, Axion, Storage, and Power
04/20/26	🔮 Research Note	Global Power Semiconductors: AI Infrastructure Creates a New Profit Pool, but the Industry Remains Bifurcated Between Mature Silicon, SiC Digestion, and Grid-to-Core Winners
04/18/26	🔮 Research Note	Cross-Datacenter Inference Becomes Plausible: KV-Efficient Architectures Shift the AI Infrastructure Mix
04/17/26	🔮 Research Note	Post-Quantum Migration, Not QKD, Is the Real Economic Core of Quantum Cryptography
04/16/26	🔮 Research Note	FPGA Is a Small Market with Outsized Strategic Value Across AI Infrastructure, Defense, and Edge Systems
04/16/26	🔮 Research Note	ERCOT’s Load Filing Signals a New AI Power Regime in Texas, Not a Literal 367.8 GW Outcome
04/11/26	🔮 Research Note	PJM Reliability Backstop: Hybrid Procurement Reorders the Merchant Power Opportunity
04/04/26	🔮 Research Note	Optical Networking Test and Measurement: Two Control Points in the Reliability Stack
04/03/26	🔮 Research Note	HBM4 and HBM4E: The Memory Wall Becomes the System Architecture Problem
04/01/26	🔮 Research Note	The Claude Code Leak: Commoditization Event for the Agentic Orchestration Layer
03/31/26	🔮 Research Note	Tribal Land Data Centers: Real Pathway, Narrow Funnel
03/29/26	🔮 Research Note	Autoresearch: Autonomous AI Experimentation and What It Means for the AI Stack
03/26/26	📝 Desk Note	Global Memory and Storage Capacity Buildout: Who Is Building What, Where, and When
03/24/26	📝 Desk Note	India's AI Data Center Tax Regime: Policy Architecture, Infrastructure Constraints, and Supply Chain Read-Throughs
03/20/26	📝 Desk Note	Gulf Energy Pain Map: Above-Ground Chokepoints in the Iran Conflict
03/19/26	📝 Desk Note	Ras Laffan: Anatomy of the World's Most Consequential LNG Chokepoint
03/15/26	📝 Desk Note	NVIDIA GTC 2026: Full-Stack AI Infrastructure Preview
03/12/26	📝 Desk Note	Private Credit: Liquidity, Valuation Credibility, and Underwriting Repricing
03/12/26	📝 Desk Note	Pre-Open: Expanded 8-Angle Framework and Intraday Playbook
03/11/26	📝 Desk Note	U.S. CPI Day: Pre-Open Cross-Asset Desk Note
03/10/26	📝 Desk Note	Global Risk-Off Recalibrates: Oil Shock, Inflation Week, and the Hormuz Variable
03/09/26	📝 Desk Note	Market Close Desk Note — March 9, 2026
03/09/26	📝 Desk Note	Market Open Update: Crude Spikes to $100, Global Risk-Off Accelerates
03/08/26	📝 Desk Note	Global Risk-Off: Hormuz Oil Shock Reprices Everything