The Durability Curve — Research Archive
Why NVIDIA Spent $500M on a Glass Company
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Corning (GLW) $500M partnership with NVIDIA. Three new US optical factories, 10x capacity. The fiber optic layer of the AI bottleneck stack. Read →
The Durability Curve: AI infrastructure research finding compute bottlenecks before they are priced. Five Laws framework, NVDA earnings analysis, HBM memory crisis, nuclear SMR bottleneck, and falsification methodology. Free investment research.
Below is the full archive of published research. New pieces added regularly.
Latest Research
AI's Hidden Tollbooth: Why HBM Memory Is the Next GPU Constraint
HBM memory is sold out through 2026 at all three suppliers. Every AI GPU needs it. No substitute exists. The binding constraint the market is not pricing in NVDA earnings. Read →
Three Signals the Market Is Missing on NVDA
Five days out from NVDA earnings (May 20), three non-obvious signals: H200 China clearance as permission-not-action, the Culper short thesis, and the photonics supply chain cross-signal. Read →
The Five Laws of Durable Systems
The full framework: five laws derived from 18 months of cross-domain research. Each law with core claim, investment lens, and falsification criteria. Read →
The Five Laws of Durable Systems Applied to NVIDIA
Framework-based reading of NVDA's Q1 FY2027 earnings through all five laws with specific falsification triggers. Read →
The Nuclear SMR Bottleneck
HALEU fuel supply as the next AI constraint. Centrus Energy, Oklo, Vistra, and the falsification triggers. Read →
The Hidden Bottleneck in AI Data Centers: Switchgear
Why transformer lead times (80-128 weeks) are the binding constraint on data center buildout. ABB and Schneider Electric analysis. Read →
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Independent research. Not investment advice.