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Creative Strategies
Breaking the Memory Wall With CXL
We spent the last few days at FMS (Future of Memory and Storage) and had meetings with all the key players in the memory, storage, and now also interconnect/networking, ecosystem. A clear takeaway was better line of sight to the CXL standard to start to solidify. If you are not familiar with CXL it
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Creative Strategies
Copilot Seats Are the Bridge for Agents
Microsoft disclosed more than 30 million paid Microsoft 365 Copilot seats this week, and the number works best read as an installation count. Every paid seat puts Work IQ inside a customer’s tenant, the context layer over roles, projects, artifacts and institutional knowledge that Microsoft’s agents
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Creative Strategies
The Behind-the-Meter AI Buildout
In our prior report, The Hyperscaler Capacity Partner Hierarchy, we talked about the importance of partners for hyperscalers, particularly those with a specific type of business model that allowed them to keep a preferred margin profile when they could not secure infrastructure fast enough to conver
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Creative Strategies
The Hyperscaler Capacity Partner Hierarchy
Inside the Full Report For Clients and Subscribers This report is the third installment in our work on hyperscalers, neoclouds, and the economics of external AI capacity. We have spent a lot of time tracking power and utilities because we continue to believe power will set the pace of the AI infrast
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Creative Strategies
In 2023-2024 We Weren’t Bullish Enough
We thought it would be useful to look back at a wide range of research from 2023 and 2024, just as it became clear that AI was about to change everything, and ask where those early forecasts ended up being right, wrong, or simply too conservative. This retrospective draws on a wide range of research
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Creative Strategies
Cybersecurity and the Enterprise AI Control Layer
We have been thinking about cybersecurity as a much deeper enterprise function than the word security tends to imply. The same framework can be extended to sovereign nations. Closed and open models, including models developed outside a company’s or country’s borders, are becoming capable enough that
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Creative Strategies
The Z Fold8 Widens Samsung’s Foldable Range
Samsung expands its portfolio by adding a new form factor to the Galaxy Z family. The original Z Fold becomes the Z Fold8 Ultra, the Flip remains as the Z Flip8, and the new Z Fold8 slots in between. The lineup now offers three distinct experiences, positioned around productivity, content discovery,
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Creative Strategies
China’s AI Arms Race Runs Through Its Chips
As one would expect a nation state to do, China is treating AI as a matter of national power. The recent model releases are an obvious part of the strategy. Z.ai launched GLM-5.2 and Moonshot launched Kimi K3. Both are built for broad use and for work that can run/reason for a long time. In…
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Creative Strategies
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This is Creative Strategies, a brand new site by Max Weinbach that's just getting started. Things will be up and running here shortly, but you can subscribe in
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The Diligence Stack
AI’s Inference Era of Ferment
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The Diligence Stack
State of Enterprise AI: What Has Changed Since the E/AI Index
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The Diligence Stack
State of Models, August 2026: What the Major Models Do Well and What They Cost
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The Diligence Stack
Optics Won’t Scale as Fast as the Market Expects
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Chipstrat
Open Models & American Diffusion; Nvidia & Poolside
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Chipstrat
NPO State of the Union
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Chipstrat
Build Your Own DRAM Supply Model
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Chipstrat
AMD on Agentic CPUs, and Why There's No One Size Fits All
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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
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The Heart of Tech
When Climate AI Has to Measure Its Own Cost
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The Heart of Tech
Samsung’s Smart Glasses Enter a Difficult Moment
Read on SubstackCreative Strategies Atlas
Put Creative Strategies research to work
Search the full research archive and ask Atlas questions with source-linked answers. Use our industry-wide research corpus to connect individual company developments with the broader changes moving through the technology stack.
- 01 Answers grounded in our research, with sources included
- 02 Current market context and regularly updated models
- 03 Easy access to reports and subscriber tools
CS AtlasCreative Strategies research
Your question
What determines whether an AI factory earns an acceptable return?
Returns depend on how much capacity is actually used.
An AI factory pays off when its computing power is put to work. Electricity, setup time, and the right mix of workloads all shape how much value it creates.
4 reports · 2 maintained models
[1] AI Factory Economics[2] Compute Utilization ModelCreative Strategies media
See the analysis in motion.
Latest video · August 12, 2026
AMD on Agentic CPUs, and Why There's No One Size Fits All
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Latest video · August 10, 2026
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
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Latest video · June 9, 2026
WWDC 2026: No Hype Required
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