The Diligence Stack delivers analyst-grade intelligence on the companies reshaping the technology landscape. We analyze the full stack—from silicon to software.
Neoclouds: The Backlog Quality Test
Why AI infrastructure durability now depends on monetizable MW, contract structure, and renewal discipline.
https://t.co/1g2rcOSdEg
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
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
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