Call Notes: Quarterly Semiconductor Update (March 2026)
Every quarter I participate in a call for buy-side investment analysts focused on the broader datacenter/hyperscaler semiconductor ecosystem. Here, I’m sharing the raw notes I used to drive that call.
Memory & Flash Crisis Update (March 2026)
The global memory market entered 2026 in a state of structural supply constraint. AI infrastructure demand has reallocated semiconductor manufacturing capacity toward HBM for GPU accelerators, creating scarcity in conventional DRAM and NAND flash products.
Call Notes: Compute Hardware & Semiconductor Ecosystem
Every quarter I participate in a call for buy-side investment analysts focused on compute hardware and the broader semiconductor ecosystem. Here, I’m sharing the raw notes from that call.
Call Notes: Q4 2025 Neocloud Market
Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue?
Here I’m sharing some of the notes I used for that discussion.
NAND Insider Newsletter: Week of May 12, 2025
Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
NAND Insider Newsletter: Week of April 28, 2025
Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, April 28, 2025.
NAND Insider Newsletter: April 21 2025
Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, April 21, 2025.
NAND Insider Newsletter: March 30 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 30, 2025.
NAND Insider Newsletter: March 24, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 24, 2025.
NAND Insider Newsletter: March 3, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 3, 2025.
NAND Insider Newsletter: February 17, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, February 17, 2025.
NAND Insider Newsletter: February 4, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.
Infrastructure News Roundup: January 2025
January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.
The AI Debate at Davos: Concerns and Controversies Surrounding Stargate
The annual World Economic Forum in Davos is known for sparking high-profile discussions on global challenges, and this year was no exception. Against the backdrop of the recently announced $500 billion Stargate Project — an ambitious AI infrastructure initiative led by OpenAI, SoftBank, and Oracle—prominent figures in artificial intelligence (AI) raised concerns about the future of the technology and its societal implications.
Research Note: The Stargate Project
The Stargate Project, announced at a political event on January 25, 2025, is a joint venture between OpenAI, SoftBank, Oracle, and MGX that will invest up to $500 billion by 2030 to develop AI infrastructure across the United States.
NAND Insider Newsletter: January 21, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
Let OpenAI GPT-4o Mini Introduce Itself
We usually write our own content, using LLMs to help refine our research, but in honor of OpenAI releasing its new GPT-4o Mini language model just a day after Meta released its Llama 3.1, and on the same day Mistral releases its new Mistral Large 2, we’ll let GPT 4o Mini tell you about itself.