Executive counsel
We help leadership teams pressure-test strategy before a platform shift is fully reflected in the market.
Explore advisory work
We connect changes
across the technology stack.
Independent technology analysis since 1969.
Silicon
Systems
Platforms
Software
Adoption
80%Trusted by 80% of the top 10 Fortune 500 technology companies.
What we do
Technical change becomes useful when it is translated into a decision.
Market transitions are often misread because each layer gets analyzed in isolation. Our work starts with the operating constraint, follows it through the stack, and shows where the strategic pressure lands.
Market intelligence
We combine technical depth with customer behavior so the direction of travel becomes clear before the data is complete.
Explore market intelligenceInvestor diligence
We turn infrastructure constraints and product transitions into a sharper view of business quality and market structure.
View the programIndustry impact
Close to the decisions that built the technology industry.
Creative Strategies began in 1969. Our work has moved with the market, from early personal-computing research and the original IBM PC era to the full-stack economics of AI.
Read our history1969Founded in Silicon Valley
1981Inside the birth of the PC industry
TodayMapping AI across the full stack
Creative Strategies research
Research that explains how change moves through the technology industry.
Analyst-grade intelligence on AI's full-stack impact. The work connects semiconductors to infrastructure, then follows the change into software and adoption.
View all research01AI infrastructure economics
Gigawattonomics
The price of a watt, the price of a FLOP, and the return on an AI factory.
Read the report ↗02Platform strategy
Meta Is an Ads Company Building a Token Factory
A growth thesis and compute monetization framework for the next phase of Meta's AI buildout.
Read the report ↗03Semiconductor capacity
The GPU Tsunami
How AI silicon is turning foundry from wafer capacity into platform capacity.
Read the report ↗04Market structure
Where AI Constraints Become Pricing Leverage
Mapping margin quality beneath the AI infrastructure constraint stack.
Read the report ↗Research portal · Coming soon
Research becomes more useful when you can interrogate it.
The coming portal turns the Diligence Stack corpus into a working surface. Ask a question, trace the citations, then move into the full report or maintained model when your access includes it.
- 01 Citation-backed answers across the research corpus
- 02 Advanced diligence with web and model context
- 03 Direct paths into reports and subscriber tools
Research agent
Ask the research agent
Hybrid search across reports, models, and the web.
Your question
What determines whether an AI factory earns an acceptable return?
The return begins with useful utilization. Power, time-to-energize, and the workload mix determine whether purchased compute becomes productive capacity or stranded capital.
✓ 4 reports · 2 maintained models
Creative Strategies media
See the analysis in motion.
Work with us