Research category
Compute, power, networks and the physical stack behind AI expansion.
Showing 37–41 of 41 current publications
Market Reaction to China AI-Chip Access Reopening Boosts Nvidia and AI Infrastructure Stocks Over the past 48 hours, the approval of Nvidia's H200 AI chip exports to China has positively impacted Nvidia's share price and market outlook, signaling a shift in AI…
AI Infrastructure and 5G Edge Deployments Highlight Growth in Telco-Driven AI and Network Optimization Over the past 72 hours, recent OSINT indicates significant advancements in AI infrastructure through 5G edge computing deployments by major telcos, emphasizing the expansion of AI inference workloads…
AI-driven Electricity Demand and Infrastructure Financing Surge in Q4 2025 Recent OSINT indicates a significant increase in private infrastructure investment, driven by digital infrastructure and renewable sectors, alongside a surge in data center CapEx and debt financing, highlighting ongoing grid modernization and…
AI Hardware and Compute Markets Signal Potential Overbuilding and Infrastructure Stranding Risks Over the past 72 hours, hyperscaler infrastructure CapEx projections and debt issuance patterns reveal signs of rapid growth and potential overinvestment in AI compute capacity, with key signals pointing to…
Doberman VC — Research Note Topic: Comparative Analysis — OpenAI GPT-5 vs Anthropic Claude 4.5 Date: October 3, 2025 Executive Summary Claude 4.5 dominates coding benchmarks (82.1% SWE-bench vs 74.9% GPT-5), establishing itself as the premier model for software engineering tasks, autonomous…
