The Diligence Stack delivers analyst-grade intelligence on the companies reshaping the technology landscape. We analyze the full stack—from silicon to software.
Joined March 2025
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Confidential AI: Turning Trust Into AI Infrastructure Revenue
How confidential compute turns verifiable trust into workload conversion, premium pricing, and higher-quality AI infrastructure revenue.
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Agentic EDA and the Next Revenue Layer in Chip Design
From design seats to tapeout confidence, verification throughput, and higher revenue density.
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The AI Cloud Stack: Where Hyperscalers and Neoclouds Actually Compete
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Memory in the Age of Inference
How Concurrent User And Agent Sessions Turn Memory Into A System Architecture Problem
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Neoclouds: The Backlog Quality Test
Why AI infrastructure durability now depends on monetizable MW, contract structure, and renewal discipline.
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SanDisk’s NBM Moment: A Different Commercial Model for Memory and Storage
A materially different way to model storage and memory over the next several years, or longer, has emerged.
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Custom ASIC Is No Longer One Market: A report on scope ownership, attach leverage, and the separation of profit pools in AI infrastructure.
A custom silicon program should increasingly be understood as a stack of relationships across architecture, compute die design, I/O, packaging, memory interfaces, and system integration.
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Foundry Economics in the AI Age
Why Leading-Edge Economics Have Inverted, and What It Means for the Supply Chain
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Neoclouds and the Three Business Models
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Storage Wars: When Memory and Storage Collapse Into One Layer
Research Note: For the entire history of NAND flash, the biggest customer was the phone in your pocket. In 2026, datacenter applications cross 50% of total NAND output for the first time.
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The Next Debate in Memory Is Duration, Not Demand
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800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure
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TSMC COUPE: Why the CoWoS Pattern Is Repeating in Silicon Photonics
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Secret Agent CPU: Why Agentic AI Changes the CPU-to-GPU Ratio in the Datacenter
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Secret Agent CPU
Why Agentic AI Changes the CPU-to-GPU Ratio in the Datacenter
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OpenAI: Three Engines, One Platform
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Masters of the Supply Chain:
Who Controls the Constrained AI Supply Chain/Build-Out
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