The Durability Curve — Research Archive
The Durability Curve
Why NVIDIA Spent $500M on a Glass Company
Corning (GLW) $500M partnership with NVIDIA. Three new US optical factories, 10x capacity. The fiber optic layer of the AI bottleneck stack. Read →
Subscribe to The Durability Curve on Substack — free weekly analysis on AI infrastructure, verification, and durable systems.
AI infrastructure research — finding compute bottlenecks before they are priced.
Subscribe
Featured Analysis
• Three Signals the Market Is Missing on NVDA — T-5 earnings preview
• The Five Laws of Durable Systems — the full framework
• The SpaceX IPO: What You'd Actually Be Buying — structural analysis of the reported listing
• PLTR: Does Palantir Own the Permission Layer? — separating business reality from market pricing
Research Products
• NVIDIA Q1 FY2027 Earnings Research Report — 36-page deep dive with falsification triggers
• The AI Infrastructure Stack Bundle — 7 reports covering the full bottleneck cascade
• The Nuclear SMR Bottleneck Report — HALEU fuel, Centrus Energy, and the next AI constraint
• The Five Laws of Durable Systems — full framework reference
Full Archive
New pieces added regularly. All articles free to read.
AI's Hidden Tollbooth: Why HBM Memory Is the Next GPU Constraint
HBM memory is sold out through 2026. Every AI GPU needs it. No substitute exists. Read full article →
Three Signals the Market Is Missing on NVDA
T-5 analysis: H200 China clearance, Culper short thesis, photonics supply chain. Read full article →
The Five Laws of Durable Systems
Full framework: Bottleneck Migration, Difficulty Is Load-Bearing, Architecture Outlives Content, Instruments Over Theory, The Targeting Problem. Read full article →
The Five Laws Applied to NVIDIA
Framework-based reading of NVDA's Q1 FY2027 earnings. Read full article →
The Hidden Bottleneck: Switchgear
Transformer lead times (80-128 weeks) as the binding constraint on data center buildout. ABB and Schneider Electric. Read full article →
The Nuclear SMR Bottleneck
HALEU fuel supply as the next AI constraint. Centrus Energy, Oklo, Vistra. Read full article →
Why NVIDIA Spent $500M on a Glass Company
Corning (GLW) $500M partnership: three new US optical factories, 10x capacity. The fiber optic layer of the AI bottleneck. Read full article →
Most Verification Is Just Bigger Classification
Why confidence scores are not evidence, and what it means for AI evaluation. Read full article →
The Forest Floor Is The Product
Most people optimise for canopy. The work that survives the next five AI releases is built from the forest floor up. Read full article →
How to Build a Falsification Framework
A repeatable system for falsifiable investment predictions before earnings. Read full article →
The Five Layers of the AI Infrastructure Thesis
Compute, networking, optical, power, and verification — the full stack. Read full article →
The SpaceX IPO: What You'd Actually Be Buying
Six economic layers, governance structure, and the reference-class trap. Read full article →
PLTR: Does Palantir Own the Permission Layer?
Separating Palantir's business reality from its market pricing. Read full article →
The AI Bottleneck Cascade
From GPUs to the grid - the full cascade mapped across compute, memory, optical, power, and fuel. Read hub page
Subscribe: free weekly analysis on Substack | Products: harryfloyd.gumroad.com
Follow on Mastodon | Independent research. Not investment advice.