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Agentic EDA and the Next Revenue Layer in Chip Design
From design seats to tapeout confidence, verification throughput, and higher revenue density
Jun 9
•
Ben Bajarin
4
2
The AI Cloud Stack: Where Hyperscalers and Neoclouds Actually Compete
Jun 4
•
Ben Bajarin
4
Neoclouds: The Backlog Quality Test
Why AI infrastructure durability now depends on monetizable MW, contract structure, and renewal discipline
Jun 2
•
Ben Bajarin
7
May 2026
Memory in the Age of Inference
How Concurrent User And Agent Sessions Turn Memory Into A System Architecture Problem
May 28
•
Ben Bajarin
12
Secret Agent CPU, Revisited
From Architecture Call to Market Model
May 26
•
Ben Bajarin
7
The Agentic AI Storage Shock
How enterprise agents turn data lakes, workflow logs, and generated artifacts into the next infrastructure gating layer
May 21
•
Ben Bajarin
19
1
Tokenomics and the Fixed-Cost Economics of AI Factories
A companion model to The Inference Payback that turns revenue per MW into rack-hour math: committed GPU capacity, paid tokens, and the falsifiers that…
May 19
•
Max Weinbach
6
The Inference Payback
What Has to Be True for AI Factories to Fund Themselves
May 14
•
Ben Bajarin
7
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
6
2
From Model Wars to Platform Wars
Who Owns the Enterprise AI Control Plane?
May 7
•
Ben Bajarin
4
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
7
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
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