Four publications. One view of the technology stack.

Creative Strategies August 6, 2026

Breaking the Memory Wall With CXL

Ben Bajarin

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 July 30, 2026

Copilot Seats Are the Bridge for Agents

Carolina Milanesi

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 July 30, 2026

The Behind-the-Meter AI Buildout

Ben Bajarin

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 July 28, 2026

The Hyperscaler Capacity Partner Hierarchy

Ben Bajarin

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 July 24, 2026

In 2023-2024 We Weren’t Bullish Enough

Ben Bajarin

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 July 23, 2026

Cybersecurity and the Enterprise AI Control Layer

Ben Bajarin

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 July 22, 2026

The Z Fold8 Widens Samsung’s Foldable Range

Carolina Milanesi

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 July 21, 2026

China’s AI Arms Race Runs Through Its Chips

Ben Bajarin

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 July 17, 2026

Coming soon

Max Weinbach

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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Creative Strategies July 9, 2026

GPT-5.6, the Diligence Stack Agent Bench, and Why Practical Agent Benchmarks Need to Get Real

Max Weinbach

Most AI benchmarks still do a mediocre job of explaining how useful models are in the kinds of agentic workflows businesses actually care about. That is not because benchmarks are useless. They are useful. But many of them are still optimized around narrow tasks, coding-heavy environments, academic-

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Creative Strategies June 24, 2026

Intel’s New G3 Extreme Shows Why PC Handhelds Will Keep Growing

Max Weinbach

I have a habit when I review gaming hardware: I use the review as an excuse to finally play something I have been putting off. The RTX 5090 was my excuse to play Alan Wake 2, and I loved that game. The MSI Claw 8 EX AI+ became my excuse to restart Marvel’s Spider-Man 2,…

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Creative Strategies June 19, 2026

The Web Was Not Built for Agents. AWS Is Starting to Fix That

Carolina Milanesi

The web’s transaction model was designed for humans. You visit a page, see an ad, click a link, or buy something. Every monetization mechanism built over the past three decades, advertising, subscriptions, paywalls, affiliate revenue, assumes a person made a choice. That assumption is breaking. At A

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