Your phone screen, your car’s radar, even the cooling system inside NVIDIA’s latest GPU — they all depend on a metal you’ve probably never heard of. China controls 98% of it. And as of March 2026, its price has risen … Read more
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There is exactly one company on Earth that can build a $380 million machine capable of etching circuits smaller than a virus. On February 23, 2026, that company proved it can make that machine 50% faster. Three challengers think they … Read more
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Series: NVIDIA AI Platform Strategy | EP3 of 3 | EP1: From Chip Maker to Full-Stack AI Architect | EP2: Can Anyone Break NVIDIA’s $4.5 Trillion Moat? Investment Committee Memo To: Investment Committee From: AI & Technology Coverage Re: NVIDIA … Read more
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NVIDIA is the most expensive semiconductor company on the planet — and somehow, the cheapest. That is not a paradox. It is the single most important insight in this entire NVIDIA competitive moat analysis. At 37.7x trailing earnings, NVIDIA commands … Read more
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Series: NVIDIA AI Platform Strategy (EP1 of 3) — Operating Model & Unit Economics Analysis Date: March 12, 2026 TL;DR — NVIDIA’s 71% gross margins defy semiconductor norms because it sells platforms, not chips. Revenue 8x in 4 years ($27B … Read more
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Related Analysis Palantir Deep-Dive: 70% Revenue Growth and the Reality Behind $313B Valuation Executive Summary In 2026, the Big Five hyperscalers (Amazon, Alphabet, Meta, Microsoft, and Oracle) are pouring a combined $600 billion to $690 billion into capital expenditure, with … Read more
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> TL;DR — The AGI infrastructure value chain comprises five layers: Energy-Chips-Cloud-Models-Apps > – $600B pouring into AI infrastructure in 2026 alone — nuclear restarts, data center construction rush – Korea dominates 87% of the HBM market, anchoring Layer 2 … Read more
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The heart of an AI data center is widely believed to be the GPU. But the actual time GPUs spend computing is surprisingly low. Research shows that over 50% of attention kernel cycles during LLM inference are stalled waiting for … Read more
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AI Infrastructure 12-Company Comparative Analysis Series Part 1: Peer Groups & Multiples | Part 2: Valuation Deep-Dive | Part 3: Sector Trends & Investment (Current) Related Analysis Palantir Deep-Dive: 70% Revenue Growth and the Reality Behind a $313B Valuation AI … Read more
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