The Diligence Stack - By Creative Strategies

The Diligence Stack - By Creative Strategies

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Agentic EDA and the Next Revenue Layer in Chip Design
From design seats to tapeout confidence, verification throughput, and higher revenue density
 • Ben Bajarin
The AI Cloud Stack: Where Hyperscalers and Neoclouds Actually Compete
 • Ben Bajarin
Neoclouds: The Backlog Quality Test
Why AI infrastructure durability now depends on monetizable MW, contract structure, and renewal discipline
 • Ben Bajarin
Memory in the Age of Inference
How Concurrent User And Agent Sessions Turn Memory Into A System Architecture Problem
 • Ben Bajarin
Secret Agent CPU, Revisited
From Architecture Call to Market Model
 • Ben Bajarin
The Agentic AI Storage Shock
How enterprise agents turn data lakes, workflow logs, and generated artifacts into the next infrastructure gating layer
 • Ben Bajarin
Tokenomics and the Fixed-Cost Economics of AI Factories
A companion model to The Inference Payback that turns revenue per MW into rack-hour math: committed GPU capacity, paid tokens, and the falsifiers that…
 • Max Weinbach
The Inference Payback
What Has to Be True for AI Factories to Fund Themselves
 • Ben Bajarin
The E/AI Index: Budget Architecture and the Next Phase of Enterprise AI Adoption
How CIOs and CTOs are funding AI, where deployment is moving into production, and which vendor categories are exposed as AI shifts from experimentation…
 • Ben Bajarin
The Diligence Stack - By Creative Strategies
The Diligence Stack - By Creative Strategies
The Diligence Stack delivers analyst-grade intelligence on AI’s full-stack impact, connecting semiconductors, infrastructure, platforms, software, and adoption to show how technical change reshapes markets and business models.
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Chipstrat
Chipstrat
Austin Lyons
The Heart of Tech
The Heart of Tech
Carolina Milanesi

The Diligence Stack - By Creative Strategies

The Diligence Stack delivers analyst-grade intelligence on AI’s full-stack impact, connecting semiconductors, infrastructure, platforms, software, and adoption to show how technical change reshapes markets and business models.
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The Diligence Stack - By Creative Strategies

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