A lot has happened since our first anchor report on memory back in February. We argued that the first phase of the AI memory story was about repricing coupled with the markets need to understand how the demand cycle has changed with AI compute. As we anticipated, HBM became scarce, conventional DRAM tightened, NAND began…

When we first published Secret Agent CPU in March, the goal was to understand how inference changes when the workload moves from answering a prompt to completing a workflow and build a market sizing model for how much agentic use cases could increase the TAM for server CPUs. Our research identified, in traditional inference, the…

We spent the early part of the week at Dell Tech World, and a specific takeaway from conversations with Dell executives, customers, and practitioners was that the enterprise data layer is moving back to the center of the AI discussion. Agentic AI makes that inevitable once you grasp how the workflow is changing. Claude Code/Cowork…

Google used Google I/O this week to announce intelligent eyewear partnerships with Warby Parker and Gentle Monster, powered by Gemini and built on Android XR with Samsung and Qualcomm. The announcement was notable not just for what the glasses can do, but for how deliberately Google thought about what they need to look like. That…

Google I/O 2026 turned a model launch into a platform statement. It was the clearest evidence yet that Google wants Gemini to become the operating layer for work across consumer products, developer tools, enterprise systems, and cloud-managed agents. Gemini 3.5 Flash is the center of that story. Google positioned Flash as the common engine behind…

Our last several reports worked through the customer side of AI monetization. The AI ROI report looked at where AI creates measurable workflow value. Platform Wars asked which layer captures the economics once those workflows move into production. The E/AI Index moved into budget architecture, showing how CIOs and CTOs are funding AI through new budgets, reallocation,…