The Diligence Stack - By Creative Strategies

The Diligence Stack - By Creative Strategies

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Executive Interview: Lightmatter’s Bet on the Future of Computing
A conversation with founder and CEO Nick Harris on optical interconnect, the move from NPO to CPO, and a different manufacturing path for lasers.
 • Ben Bajarin
Expert Interview: From Gas to Gigawatts and What It Takes to Power AI
A conversation with Billy Sorensen of Lightfield Energy on delivering power, financing generation, and the role of natural gas.
 • Ben Bajarin
CPU:GPU Ratios and the Race to the Scale Up Domain
The Diligence Stack is the publishing platform for Creative Strategies, an independent research firm. We connect semiconductors, infrastructure…
 • Ben Bajarin
The Future of Compute Is Fungible
How greater choice in data center infrastructure changes the economics for operators and suppliers
 • Ben Bajarin
Credo’s Next Phase of Growth
Why broader design ownership can help Credo win more customer business, and what that growth needs to earn.
 • Ben Bajarin
Agentic AI’s Next Frontier: Cyber Defense
More capable models can help enterprises investigate threats and respond. The next challenge is deciding how much authority to give them.
 • Ben Bajarin
Custom Silicon 3.0: Growth and Competition Across Compute and Networking
Why the market is shifting from ASIC design wins to program responsibility across compute and networking
 • Ben Bajarin
2027: Peak Year of Constraint
Recent hardware results point to a wider gap between AI infrastructure demand and deployable supply in 2027, followed by a larger increase in usable…
 • Ben Bajarin
The GPU Tsunami: Testing, Testing…
How GPUs, HBM, SiC, silicon photonics, and advanced packaging are creating new test demands across the semiconductor stack
 • Ben Bajarin

August 2026

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