AI infrastructure research — finding compute bottlenecks before they are priced.
Daily threads on NVIDIA, GPU supply chains, photonics, and the Five Laws framework.
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I just released the Durability Curve Scoring Engine — an Excel tool that scores any company against the Six Conditions framework.
6 conditions weighted automatically. 16 pre-loaded tickers. Conditional formatting. Earnings calendar. Five Laws reference. Portfolio tracker.
£5. Built for independent investors who use structured frameworks.
Inference is fragmenting. Training stays on NVDA GPUs. Inference moves to custom silicon. The margin follows the bottleneck. If you believe inference volume >> training volume in 3 years, the ASIC vendors capture the next cycle.
Utilizador cria NVIDIA RTX 3070 de 16 GB com hardware de gráfica AMD
🔗 https://tugatech.com.pt/t83643-utilizador-cria-nvidia-rtx-3070-de-16-gb-com-hardware-de-grafica-amd
New: Why NVIDIA Spent $500M on a Glass Company
Corning (GLW) announced a $500M partnership with NVIDIA on May 6: three new US factories, 10x capacity increase, and a warrant deal. Why the world's largest AI company is spending half a billion dollars on fiber optic cable.
https://telegra.ph/Why-NVIDIA-Spent-500M-on-a-Glass-Company-05-15
Corning (GLW) announced a $500 million partnership with NVIDIA on May 6, 2026: three new US optical factories, 10x capacity increase, and a warrant deal that gives NVIDIA up to 15 million shares. Why the worlds largest AI company is spending half a billion dollars on fiber optic cable. NVIDIA reported $68.1 billion in Q4 revenue. Their supply commitments doubled to $95.2 billion in a single quarter. And on May 6, they spent $500 million on a glass company. Not GPUs. Not memory. Glass. Fiber optic cable, to…
New: HBM Memory Is the Next GPU Constraint
HBM is sold out through 2026 at every supplier. Prices up 20%. Every AI GPU needs it. No substitute.
https://telegra.ph/AIs-Hidden-Tollbooth-Why-HBM-Memory-Is-the-Next-GPU-Constraint-05-15
NVIDIA reports Q1 FY2027 earnings on May 20. The consensus is watching Blackwell ramp and gross margins. But there is a structural constraint beneath both of those numbers that the market is not pricing: HBM memory. High Bandwidth Memory is the single most constrained component in the AI supply chain. Every AI GPU — H100, H200, B200, B300 — requires it. There is no substitute. And every supplier is sold out through 2026. This is not a repeat of the 2021 chip shortage. It is a structural reallocation of the…
I have consolidated all published research into one place.
The Durability Curve — Research Archive collects the Five Laws framework, NVDA earnings analysis, nuclear SMR bottleneck, and more.
https://telegra.ph/The-Durability-Curve--Research-Archive-05-15-2
AI infrastructure research. Finding compute bottlenecks before they are priced. Five Laws of Durable Systems framework. Below is the full archive of published research. New pieces added regularly. Latest Research Three Signals the Market Is Missing on NVDA Five days out from NVDA earnings (May 20), three non-obvious signals: H200 China clearance as permission-not-action, the Culper short thesis, and the photonics supply chain cross-signal. Read → The Five Laws of Durable Systems The full framework: five laws…
I have consolidated all of my published research into one place.
The Durability Curve — Research Archive collects everything: the Five Laws framework, NVDA earnings analysis, nuclear SMR bottleneck, and the new Five Laws Applied to NVIDIA piece.
https://telegra.ph/The-Durability-Curve--Research-Archive-05-15
The Five Laws of Durable Systems, applied to NVIDIA — a framework for reading the May 20 earnings through structural lenses, not surface metrics.
Each law has a falsification trigger. If you want to bet against the thesis, here is your checklist.
https://telegra.ph/The-Five-Laws-of-Durable-Systems-Applied-to-NVIDIA-05-15
Five days out from NVIDIA's Q1 FY2027 earnings (May 20), the conversation is dominated by the same questions: Will Blackwell revenue beat? What about gross margin compression? Is the China export issue priced in? These are legitimate questions. But they miss the structural picture. The Five Laws of Durable Systems — a framework developed over 18 months of cross-domain research — provides a different lens. It does not predict whether NVIDIA will beat by $1.4B (Citi's estimate) or miss. It asks a more fundamental…
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