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The E/AI Index V2: Security Sets the Pace of Enterprise AI
Our survey of 200 security leaders finds security deciding which AI projects reach production, while many agents already act without basic controls
14 hrs ago
•
Ben Bajarin
5
SiTime and the Timing Problem Inside AI Infrastructure
The Diligence Stack is the publishing platform for Creative Strategies, an independent research firm. We connect semiconductors, infrastructure…
Nov 5
•
Ben Bajarin
3
AMD, Apple, Marvell and four more: what we published this week in CS Atlas
Astera Labs, Lattice, Aehr and the post-midterm data center outlook, all on Atlas now.
Nov 4
•
Ben Bajarin
4
October 2026
The E/AI Index V2: Where Enterprise AI Pays Off
Our survey of 200 CIOs and CTOs finds returns concentrated by workload and rising with production scale
Oct 29
•
Ben Bajarin
5
Executive Interview: Arm’s Mohamed Awad on the Agentic CPU
A conversation with the head of Arm’s Cloud AI business on why agents need their own class of CPU, where those racks sit in the data center, and what it…
Oct 27
•
Ben Bajarin
5
Prometheus and the Economics of Useful Compute
The strategic advantage of best in class compute
Oct 23
•
Ben Bajarin
9
Can AI Pay for Itself?
When the revenue covers the bill, why a rented gigawatt is not the problem, and what still has to happen
Oct 20
•
Ben Bajarin
8
Chip Equipment Just Beat Our Bull Case, and the Cycle Is Getting Longer
We now see 2026 wafer fab equipment at $153 billion and $278 billion by 2030, and this week’s results from ASML, Applied and TSMC point toward our High…
Oct 15
•
Ben Bajarin
11
The PC Downturn Is an AI Supply Story
Freed wafers do little for accelerators. Server CPUs are a different story, and so is one company most investors are writing off.
Oct 13
•
Ben Bajarin
6
Bet on Bits, Part 2: What the Memory Stocks Are Pricing
Our memory floor work turned into a valuation question. Micron, SK hynix, and Samsung trade at similar peak-cycle multiples, and those multiples imply…
Oct 8
•
Ben Bajarin
7
The Agentic Data Toll
Agents need warm data, and the companies that own the systems of record have started to charge for access
Oct 6
•
Ben Bajarin
5
1
For Memory, Bet on Bits not History
Why the memory floor has moved, and why the TAM's shape is still unknown
Oct 1
•
Ben Bajarin
5
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