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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…
May 12
•
Ben Bajarin
3
2
From Model Wars to Platform Wars
Who Owns the Enterprise AI Control Plane?
May 7
•
Ben Bajarin
3
From AI Usage to AI Earnings Power
Agentic AI’s first investable cycle is forming around measurable work, workflow control, and budget formation
May 5
•
Ben Bajarin
6
SanDisk’s NBM Moment: A Different Commercial Model for Memory and Storage
SanDisk’s quarter produced extraordinary earnings, but the more important signal may be its disclosure around new multi-year customer agreements. In…
May 1
•
Ben Bajarin
18
April 2026
Microsoft’s AI Capex Is Buying the Enterprise Agent Stack
How compute allocation turns AI infrastructure spend into enterprise software ARPU
Apr 30
•
Ben Bajarin
6
Custom ASIC Is No Longer One Market
Scope ownership, attach leverage, and the separation of profit pools in AI infrastructure
Apr 28
•
Ben Bajarin
9
1
Google’s AI Capex Is Being Measured Against the Wrong Revenue Line
Google’s AI Capex Is Being Measured Against the Wrong Revenue Line
Apr 23
•
Ben Bajarin
5
Google’s TPU Strategy Offers a Clearer View of the Next AI Bottleneck
The Diligence Stack delivers analyst-grade intelligence on the companies shaping the technology landscape. We examine the full stack—from silicon…
Apr 22
•
Ben Bajarin
13
2
Foundry Economics in the AI Age
Why Leading-Edge Economics Have Inverted, and What It Means for the Supply Chain
Apr 21
•
Ben Bajarin
11
1
Neoclouds and the Three Business Models
The Diligence Stack delivers analyst-grade intelligence on the companies shaping the technology landscape. We examine the full stack—from silicon…
Apr 14
•
Ben Bajarin
8
Liquid Cooling: The Thermal Prerequisite for AI Infrastructure Scale
The Diligence Stack delivers analyst-grade intelligence on the companies shaping the technology landscape. We examine the full stack—from silicon…
Apr 9
•
Ben Bajarin
8
Storage Wars: When Memory and Storage Collapse Into One Layer
The Diligence Stack delivers analyst-grade intelligence on the companies shaping the technology landscape. We examine the full stack—from silicon…
Apr 7
•
Ben Bajarin
7
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