The Diligence Stack

The Diligence Stack delivers analyst-grade intelligence on the companies reshaping the technology landscape. We analyze the full stack—from silicon to software.

[The Diligence Stack @DiligenceStack]

The AI Cloud Stack: Where Hyperscalers and Neoclouds Actually Compete

https://t.co/BdbH9NQYqL

[The Diligence Stack @DiligenceStack]

Memory in the Age of Inference

How Concurrent User And Agent Sessions Turn Memory Into A System Architecture Problem

https://t.co/mPVsG9felv

[The Diligence Stack @DiligenceStack]

Neoclouds: The Backlog Quality Test

Why AI infrastructure durability now depends on monetizable MW, contract structure, and renewal discipline.

https://t.co/1g2rcOSdEg

[The Diligence Stack @DiligenceStack]

SanDisk’s NBM Moment: A Different Commercial Model for Memory and Storage

A materially different way to model storage and memory over the next several years, or longer, has emerged.

https://t.co/Q30BMokiw4

[The Diligence Stack @DiligenceStack]

Custom ASIC Is No Longer One Market: A report on scope ownership, attach leverage, and the separation of profit pools in AI infrastructure.

A custom silicon program should increasingly be understood as a stack of relationships across architecture, compute die design, I/O, packaging, memory interfaces, and system integration.

https://t.co/T7SgdttqXG

[The Diligence Stack @DiligenceStack]

Foundry Economics in the AI Age

Why Leading-Edge Economics Have Inverted, and What It Means for the Supply Chain

https://t.co/TZaS0cVMur

[The Diligence Stack @DiligenceStack]

Neoclouds and the Three Business Models

https://t.co/WvyBQ6pbUc

[The Diligence Stack @DiligenceStack]

Storage Wars: When Memory and Storage Collapse Into One Layer

Research Note: For the entire history of NAND flash, the biggest customer was the phone in your pocket. In 2026, datacenter applications cross 50% of total NAND output for the first time.

https://t.co/ILbSlTdN4r

[The Diligence Stack @DiligenceStack]

The Next Debate in Memory Is Duration, Not Demand

https://t.co/TXaUtruBmk

[The Diligence Stack @DiligenceStack]

800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure

https://t.co/k1hosKtBbs

[The Diligence Stack @DiligenceStack]

TSMC COUPE: Why the CoWoS Pattern Is Repeating in Silicon Photonics

https://t.co/BZXhYPVDyR

[The Diligence Stack @DiligenceStack]

Secret Agent CPU: Why Agentic AI Changes the CPU-to-GPU Ratio in the Datacenter

https://t.co/9kH7zkXxdr

[The Diligence Stack @DiligenceStack]

OpenAI: Three Engines, One Platform

https://t.co/ewaAfHfjlw

[The Diligence Stack @DiligenceStack]

Masters of the Supply Chain:

Who Controls the Constrained AI Supply Chain/Build-Out

https://t.co/jAtb3wEaVN