Deep Dive
2027 AI Market Scenarios — Where Does the $660B Go?
Three-scenario analysis (Bull/Base/Bear) of the AI market's $660B CapEx and survival strategies by segment
#CapEx
3 posts
Deep Dive
NVIDIA Tax — How GPUs Capture Most of AI's Profits
Dissecting NVIDIA H100's 88% margin structure, analyzing how the AI chip monopoly impacts the ecosystem, and examining 3 scenarios for disruption
Deep Dive
Anatomy of the AI Market in 3 Layers — What the $660B Really Looks Like
First installment of a series analyzing the AI market across three layers: infrastructure ($500B+), platform ($18B+), and applications ($80B+)
All Posts
Deep Dive
2027 AI Market Scenarios — Where Does the $660B Go?
Three-scenario analysis (Bull/Base/Bear) of the AI market's $660B CapEx and survival strategies by segment
Deep Dive
NVIDIA Tax — How GPUs Capture Most of AI's Profits
Dissecting NVIDIA H100's 88% margin structure, analyzing how the AI chip monopoly impacts the ecosystem, and examining 3 scenarios for disruption
Deep Dive
Anatomy of the AI Market in 3 Layers — What the $660B Really Looks Like
First installment of a series analyzing the AI market across three layers: infrastructure ($500B+), platform ($18B+), and applications ($80B+)