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Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
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
ReadIn 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
ReadInside 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
ReadWe 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
ReadWe 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
ReadAs 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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