Ideas worth a closer look
Research
Businesses, technology, and the forces shaping the long term.
All papers
Latest first
-
The Always-On Agent: How Persistent AI Workloads Expand Compute Demand
The paper examines how persistent AI agents expand delegated work and shift demand for inference, memory, and network infrastructure.
-
Situational Awareness
The paper examines how leverage, liquidity pressure, and forced selling unraveled an AI-focused investment strategy.
-
Manufacturing Intelligence
Encoding knowledge so models can reason.
-
AI Compute Flywheel Research
The report explores how improving models and growing usage could sustain AI compute demand and shape NVIDIA's outlook.
-
NVIDIA Investment Memo
Investment memorandum covering NVIDIA's AI infrastructure and semiconductor position.