Ben Pouladian analyzes: At OCP, the next compute opportunity comes into focus: running the work AI agents create

Ben Pouladian analyzes: OpenAI is flexing on cost and scale. Our focus is what cheaper intelligence changes in the system serving it.

Ben Pouladian analyzes: I’m still long Bloom. We stress-test the customer economics behind its $3.9B claim—and what native DC could remove from the equipment bill.

Ben Pouladian analyzes: We modeled a billion agent users. The investment case turns on activity, token costs and trust.

Ben Pouladian analyzes: Our All-In field report: six off-stage conversations on power, politics and the AI buildout, plus the evidence that could change our thesis.

Ben Pouladian analyzes: Read best config against best config, SemiAnalysis’s own dashboard gives NVIDIA 9.7x outperformance on the TPU it just crowned.

Ben Pouladian analyzes: The reported Hugging Face deal makes NVIDIA the Compute Patron of open source AI.

Ben Pouladian analyzes: AI is pulling NAND into memory tiers it has never served. Third in our free memory series with Rick Xie.

Ben Pouladian analyzes: Qualcomm’s answer to HBM is bearish the large-interposer premium, not the memory. Second in our free memory series with Rick Xie.