This is part 2 of our series on the semiconductor industry constraints. Part 1 below: Counting Real AI Capacity Ben Bajarin · Jun 30 Read full story For most of the last twenty-five years, unit shipments ran well ahead of industry revenue. The industry scaled unit shipments faster than dollars. Then AI hit. The chart…

This report is our first full constraint map for AI infrastructure. We have been tracking a constraint stack that now runs much deeper than accelerator allocation. The map in this report pulls those constraints into one framework and asks a simple question: which layers determine when announced capacity becomes billable compute? Capacity has to be…

Although The Diligence Stack is still new as a public research product, Qualcomm is not new coverage for us. Creative Strategies has followed the company for roughly 26 years, and we have long believed the data center opportunity represented the next logical extension of Qualcomm’s engineering capabilities. Two pieces of history are worth remembering before…

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,…

We call what has happened in the semiconductor industry the GPU Tsunami. The GPU + AI was the initial shockwave and the chart below is the visual of the aftershock. Historical semiconductor cycles, which were usually tied to PCs, handsets, memory, or industrial and automotive demand at kept the industry at steady but slow growth.…

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 AWS Summit New York this week, Amazon made the…