The AI buildout has hit a new bottleneck, and it sits underneath all the others. For three years, the constraints were ...

I want to share some of my thoughts on why I think a significant change is going to happen in the AI industry, and the market is blind to it. It’s a thesis about where the money in AI actually goes ...

In this article, I will cover the relationships between LLM providers and cloud providers. As once the relationship was relatively straightforward, now it is becoming more and more complex, with each ...

As I find the topic of Google TPUs extremely important, I am publishing a comprehensive deep dive, not just a technical overview, but also strategic and financial coverage of the Google TPU. The story ...

Welcome to UncoverAlpha newsletter. The newsletter is primarily focused on deep dives and insights into great companies/subindustries in the technology sector. This article is sponsored by Stream. I ...

We just got Q1 2026 earnings from Meta, Microsoft, Google, and Amazon, and after spending hours on the calls and the prints, I want to share what I think is the most important takeaway. I argued that ...

In recent weeks, after the launch of OpenAI's o1 model, I have researched the new model and its repercussions for the whole industry. I want to share some findings because I find them very significant ...

I wanted to share my thoughts on the recent breakthrough of the Chinese R1 DeepSeek LLM model and the repercussions that this breakthrough will have on the industry. Like last year, when OpenAI's ...

I am posting an article on Anthropic Claude Code, which has been growing very significantly lately and, I believe, has developed an important product fit in its category. Claude Code is going from ...

I decided to share some thoughts about the current state of the market regarding AI. I have become very cautious due to recent financing developments, the projected amount of capital to be raised, and ...

Given the importance of Nvidia on the whole AI market and the topic of slowing scaling laws for LLMs, I decided to publish my overview of their latest earnings and my take on what we should expect ...