Prerequisite: 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure (March 2026). This report builds directly on that analysis and assumes familiarity with the power architecture transition it describes. 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure BEN BAJARIN · MAR 31 Read full story The Thesis   Our view…

This report is a companion to our memory report found here: Memory’s $200B Inflection BEN BAJARIN · FEB 19 Read full story The market still tends to frame AI infrastructure demand through compute. In that view, storage is a downstream beneficiary. More accelerators ship, more storage gets attached. We think that framing is becoming less…

We believe the debate in memory has evolved from whether AI has created a real super cycle (the market has largely accepted that point) to what kind of market memory is becoming, how long the current earnings window can last, and what the first real signals of normalization will look like. Our view is that…

There is a dynamic that is still underappreciated as we think about AI infrastructure. The future of data center compute topology is unsettled and not set in stone. A lot is chaging, each year, and we expect significant advancements in compute capabilties, at the CPU, GPU, XPU, levels as architectures evovle, chiplet designs diffuse, and…

Over the past year or so we’ve heard a lot about agents. Most of it hasn’t really happened, things have changed quickly, it’s hard to pinpoint and trends tend to be near impossible to predict because something you think may be successful ends up becoming irrelevant in three months. If you take a step back…

While we understand why, much of the current narrative around the optical market is spent debating when co-packaged optics scales and which active optics vendors benefit first. We think the more important question is who controls the manufacturing platform that the transition depends on. That distinction matters because the connectivity stack is already moving from…