//RESEARCH
Reports & analysis.
Deep-dive research on AI, semiconductors, robotics, and energy infrastructure.
Research #15
April 27, 2026AI CompaniesSubscribers
DeepSeek V4: Architecture & Performance Deep Dive
How CSA/HCA + 384-expert MoE + FP4-native KV compression collapse the memory wall and put H100 back on the price-performance frontier.
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Research #14
March 11, 2026AI CompaniesSubscribers
Qwen: Leadership Departures and Portfolio Strategy
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Research #13
March 3, 2026AI CompaniesSubscribers
Model Distillation: What the 16 Million Query Claim Shows
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Research #12
January 16, 2026AI CompaniesSubscribers
mHC vs DLCM: Two Approaches to Architectural Efficiency
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Research #11
December 17, 2025AI CompaniesSubscribers
DeepSeek V3.2: Sparse Attention and Two-Stage Training
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Research #10
November 17, 2025AI CompaniesSubscribers
Kimi K2: Native INT4 Quantization and Inference Cost
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Research #09
October 3, 2025AI CompaniesSubscribers
Alibaba Qwen: Architecture and Enterprise Readiness
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Research #08
September 24, 2025Hardware MigrationSubscribers
Nvidia to Ascend: Migration Timelines and Technical Friction
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Research #07
August 7, 2025AI EconomicsSubscribers
AI Inference Economics: Where Model Hosting Loses Money
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Research #06
July 25, 2025RoboticsFree
Humanoid Robotics: VLA Architectures East and West
Research #05
May 19, 2025AI CompaniesFree
DeepSeek R2: A Forecast From the Paper Trail
Research #04
May 2, 2025AI InfrastructureFree
MCP: Agent Protocol Standards and Ecosystem Lock-In
Research #03
April 7, 2025AI EconomicsFree
AI Model Pricing: China vs US Rate Structures
Research #02
February 7, 2025AI CompaniesFree
DeepSeek: Training Cost and Deployment Economics
Research #01
December 18, 2024AI CompaniesFree