BEP Research
SYSTEM-LEVEL AI INFRASTRUCTURE INTELLIGENCE
Independent research covering the full AI infrastructure stack — from silicon architecture to software optimization to business model. Every layer of the stack connects. The constraint in one layer becomes the opportunity in the next.
By Ben Pouladian
Research
The StackLIVE DATA
AI infrastructure unit economics — live token pricing, GPU cloud costs, inference margins, cluster TCO, and lab margin analysis. Updated daily.
Substack62 POSTS
Deep-dive analysis on AI semiconductors, optical interconnects, memory architecture, and the companies building the physical layer of intelligence.
Coverage
Co-Design Architecture
Memory & HBM Economics
Optical Interconnects
Advanced Packaging
NeoCloud Infrastructure
Datacenter Power