Research library
Analysis
5 results
4 min read
AISEMIPWRTELDeep diveSample postThe Power–Compute–Connectivity Loop: A Framework for Investing Across AI Infrastructure
AI demand, chip supply, power availability, and network capacity form a single loop. This sample deep dive lays out a framework for locating the binding constraint, and what each investor type might do about it.
1 min read
AISample postWhere Value Might Accrue as AI Shifts from Training to Inference
A sample note on how to think about the AI value chain as usage grows: infrastructure, models, and applications, and the questions that separate durable positions from temporary ones.
1 min read
PWRSample postGrid Interconnection as a Strategic Asset
A sample note on why the right to connect to the grid can matter as much as the generation itself, and what that means for developers, financiers, and large power buyers.
1 min read
SEMISample postBeyond the Wafer: Why Packaging Belongs in Every Semiconductor Thesis
A sample note on advanced packaging, the step that turns chips into systems, and how to evaluate it as a potential constraint and opportunity.
1 min read
TELSample postFiber Networks in the AI Era: What Changes and What Doesn't
A sample note on how AI could affect demand for fiber, from data center interconnect to the home, and why last-mile fundamentals still come down to construction and customers.