Research category
Compute, power, networks and the physical stack behind AI expansion.
Showing 1–12 of 41 current publications
AI Compute Tokens and Decentralized GPU Market Expansion Signal Growth in AI Infrastructure and Digital Asset Liquidity Over the past 72 hours, AI-related tokens such as RNDR, AKT, IO, FET, and TAO have experienced notable price increases, reflecting rising demand for AI…
AI Chip Manufacturing and Export Controls Signal Capacity Build-up and Supply Constraints in the Semiconductor Industry Over the past 72 hours, developments in AI hardware production, export restrictions, and supply chain capacity expansions have been observed, indicating ongoing efforts to scale AI…
AI Token Market Flows and Compute Ecosystem Updates Indicate Growing Decentralized GPU Participation and AI Infrastructure Demand Over the past 48 hours, AI-related tokens such as RNDR, AKT, TAO, and FET have experienced notable price increases, reflecting heightened market activity and ecosystem…
AI Infrastructure CapEx Surge Indicates Accelerated Data Center and GPU Investment Trends Over the past 48 hours, data points reveal a significant increase in AI infrastructure capital expenditure across hyperscalers, with notable investments in data centers, GPUs, and networking hardware, driven by…
Decentralised Compute Network Growth and Token Dynamics Indicate Sector Expansion Over the past 72 hours, decentralised compute platforms such as Render, Akash, Ritual, and Bittensor have experienced significant network growth, token movements, and ecosystem expansion, emphasizing increased activity in the blockchain-based compute…
Decentralised Compute Networks Show Growth in GPU Supply, Usage, and AI Market Expansion Over the past 48 hours, decentralised compute platforms such as Akash, Render, Bittensor, and Ritual have demonstrated significant activity increases in GPU supply, node operation, and market valuation, reflecting…
AI Data Center Energy Consumption and Power Demand Growth in the US and Global Markets Recent OSINT indicates a significant increase in datacenter energy use driven by hyperscaler AI buildouts, with US demand projected to reach 260 TWh by 2026 and global…
AI GPU and TPU Capacity Build-Out Signals Indicate Accelerated Industry Expansion and Supply Chain Tightness Over the past 72 hours, OSINT signals reveal significant capacity ramp-ups among Nvidia, AMD, and Chinese AI chip manufacturers, alongside supply chain enhancements for AI infrastructure components.…
AI Data Center Expansion Drives Global Energy Demand and Utility Capacity Planning Over the past 72 hours, OSINT indicates a significant surge in energy demand driven by AI datacenter buildout, with projections showing increased capacity requirements across the US and globally. This…
Ethereum L2 Chains Enable AI-Agent Settlement and Autonomous Operations Over the past 48 hours, multiple Layer 2 networks including Arbitrum, Optimism, Starknet, and Base have announced integrations and upgrades supporting AI-agent settlement and autonomous contract functionality, reflecting a focus on AI infrastructure…
AI GPU Supply Chain Expansion and Geopolitical Constraints Highlight Industry Capacity Build-out Over the past 72 hours, developments in AI infrastructure and GPU manufacturing indicate ongoing capacity expansion by major suppliers such as Nvidia, AMD, and Intel, alongside geopolitical restrictions affecting supply…
AI Infrastructure and Model Development Strategies of Major Hyperscalers Over the past 72 hours, hyperscalers such as OpenAI, Google, Meta, Microsoft, and Anthropic have advanced their AI infrastructure and model release strategies, emphasizing multimodal capabilities, cost optimization, and enterprise integration. These developments…
