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

Free calculatorsTax, FX, retirementCapex TrackerUpdated each quarterStart hereThe map of everything here

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.

Latest Research

The newest analysis and field notes on AI infrastructure.

More Research

  1. Photonics Stocks: What SEC Filings Actually Say About the AI Optics Trade
  2. Schneider Electric Stock: How It Really Compares to Eaton in 2026
  3. Networking Stocks: What Each Company Actually Discloses
  4. Memory Stocks: How DRAM, NAND and HBM Differ
  5. Semiconductor Stocks: Design, Foundry, Memory and Equipment Compared

What Changed Since the Last Check

Recently revised research, with the latest modification date.

Tools & Trackers

Live calculators and research tools you can use now.

AI Portfolio Exposure

See which infrastructure layers dominate your holdings.

Open →

Investor Profile Quiz

Explore your AI-infrastructure risk preferences.

Open →

AI Capex Tracker

Compare quarterly spending using one consistent definition.

Open →

Market Desk

A quick desk for exchange rates and major indexes.

Open →

PUE & Power Calculator

Estimate facility power and annual energy from IT load and PUE.

Open →

Explore AI Infrastructure

Explore the seven layers of AI infrastructure.

Follow Ajussi Guide

Explore
Tools & Trackers
Explore AI Infrastructure
About & Policies

As an Amazon Associate I earn from qualifying purchases.

Ajussi Guide — Follow the infrastructure. Check the numbers. Update the thesis.

© 2026 Ajussi Guide

Search
Scroll to Top