Creative Strategies published an expert interview with Billy on the power constraints facing AI data center buildouts, examining behind-the-meter generation, natural gas supply, and contract structuri…
Creative Strategies research concludes that the future of compute is fungible, with hyperscalers building data centers around workload fungibility that spans merchant compute, custom silicon, copper, …
Creative Strategies' Diligence Stack research arm rates its conviction high that agentic AI will become an important part of enterprise cyber defense, while holding conviction Medium that restricted f…
Creative Strategies' research, powered by its CS Atlas platform, finds that the GPU tsunami in AI compute is pulling more FPGAs into rack-scale systems, with Lattice Semiconductor's FPGAs appearing on…