Research category
Compute, power, networks and the physical stack behind AI expansion.
Showing 13–24 of 41 current publications
Ethereum L2 Ecosystems as Settlement Layers for AI Agents: Recent Deployments and Integrations Over the past 48 hours, multiple Layer 2 solutions and protocols have advanced their support for AI-agent payments and coordination, highlighting a focus on AI infrastructure and blockchain scalability.…
Decentralized Compute Market Growth Driven by AI Token Price Surges and Network Utilization Over the past 48 hours, AI-related tokens and compute markets have experienced notable price increases and rising network activity, reflecting growing demand for decentralized AI inference and rendering infrastructure.…
Nvidia Q1 FY2025 Earnings Signal Growth in AI Data Center Revenue and Market Cap Expansion Over the past 48 hours, Nvidia's earnings report revealed a significant increase in revenue driven by the datacenter segment, alongside a market cap surge nearing $2.6 trillion.…
AI Infrastructure and Cloud Strategy Developments in Major Hyperscalers Over the past 72 hours, key updates in AI infrastructure and enterprise AI strategies from Microsoft, Google, Anthropic, and Meta have been observed, highlighting ongoing ecosystem expansion and cloud integration efforts within the…
AI/crypto risk linkage evidenced by Nvidia and Bitcoin correlation increase and market volatility signals Over the past 48 hours, Nvidia’s stock performance and AI sector momentum have coincided with rising Bitcoin prices and increased implied volatility in both markets, indicating a strengthened…
AI Infrastructure Expansion and Partnership Strategies of Major Hyperscalers in 2025 Over the past 72 hours, hyperscalers such as Microsoft, Google, Anthropic, OpenAI, Meta, and AWS have announced significant investments and collaborations focused on AI infrastructure and model deployment. These developments highlight…
AI GPU and Chip Supply Chain Expansion Highlights Nvidia, AMD, and Chinese Competitors in Next-Gen Infrastructure Over the past 72 hours, OSINT indicates ongoing capacity build-out and supply chain adjustments among major AI hardware producers, with key developments involving Nvidia, AMD, and…
Green Energy and AI-Driven Load Growth Signal Increased Power Demand in Utilities Sector Over the past 72 hours, OSINT indicates significant upward revisions in regional and national electricity demand driven by AI data center expansion and electrification. Key data points include utility…
AI GPU Capacity Expansion and Supply Chain Dynamics in 2024 Over the past 72 hours, developments in AI hardware infrastructure indicate ongoing capacity build-out for high-performance GPUs, with supply chain improvements and new product rollouts across Nvidia, AMD, Intel, and Chinese manufacturers.…
AI Hardware Supply Chain Tightness and Capacity Expansion in GPU and TPU Markets Over the past 72 hours, key developments in AI hardware production and procurement indicate ongoing capacity constraints and accelerated build-out among major industry players, including Nvidia, AMD, Intel, and…
AI Agent Settlement Layer Development on Ethereum L2 Chains and Cross-Chain Interoperability Over the past 48 hours, developments in AI × L2 interoperability have accelerated with new integrations, funding initiatives, and rising on-chain activity, reflecting increased focus on AI agent settlement protocols…
Nvidia Q2 FY2025 Earnings Signal Continued AI Infrastructure Growth and Supply Constraints Over the past 48 hours, Nvidia reported record revenue driven by Data Center sales and provided guidance indicating ongoing growth in AI infrastructure demand, supported by supply increases. These developments…
