TechnologyHardware
Research archive
Hardware research
Initiations, thesis updates and analytical notebooks. Status is explicit so developing work is never mistaken for a completed recommendation.
2 research projectsINITIATIONS · UPDATES
Arista Networks: Is AI networking becoming a second hyperscale franchise?
Initiation notebook · Preliminary view→
Celestica: Can AI hardware growth outlast the capacity build?
Initiation notebook · Preliminary view→