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Storage Wars: When Memory and Storage Collapse Into One Layer
The Diligence Stack delivers analyst-grade intelligence on the companies shaping the technology landscape. We examine the full stack—from silicon…
16 hrs ago
•
Ben Bajarin
3
The Next Debate in Memory Is Duration, Not Demand
The Diligence Stack delivers analyst-grade intelligence on the companies shaping the technology landscape. We examine the full stack—from silicon…
Apr 2
•
Ben Bajarin
8
March 2026
800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure
Mar 31
•
Ben Bajarin
10
1
TSMC COUPE: Why the CoWoS Pattern Is Repeating in Silicon Photonics
Mar 26
•
Ben Bajarin
10
Secret Agent CPU
Why Agentic AI Changes the CPU-to-GPU Ratio in the Datacenter
Mar 24
•
Ben Bajarin
8
NVIDIA Is Expanding the AI Factory and Narrowing the Competitive Window
Our integrated post-GTC framework on token economics, platform strategy, and why the unit of competition has moved up the stack.
Mar 19
•
Ben Bajarin
6
OpenAI: Three Engines, One Platform
Mar 16
•
Ben Bajarin
4
Masters of the Supply Chain
Who Controls the Constrained AI Supply Chain/Build-Out
Mar 12
•
Ben Bajarin
3
Apple: The Full Stack Compounder
Product excellence. Services compounding. Edge AI infrastructure. The growth thesis in full.
Mar 10
•
Ben Bajarin
7
Copper to Fiber Part 2
Mar 5
•
Ben Bajarin
5
Copper to Fiber: The Connectivity Inflection in AI Infrastructure
Mar 3
•
Ben Bajarin
11
1
1
February 2026
Anthropic and the Intelligence Utility Thesis
Feb 26
•
Ben Bajarin
and
Max Weinbach
3
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