Notes on AI and investing, with the numbers actually checked.

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AJUSSI GUIDE · AI INFRASTRUCTURE RESEARCH

AI runs on infrastructure.
We follow the numbers.

Source-checked research on chips, power, cooling and capex. Updated when the facts change, with evidence kept separate from opinion.

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The newest analysis and field notes on AI infrastructure.

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Recently revised research, with the latest modification date.

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Go directly to core research on power, cooling and HBM.

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