01 · Scope
Define the decision.
A kickoff establishes one research question, up to three provider configurations or scenarios, the evidence available and what would change the decision.
BEP for institutions
Technical depth.
Investment relevance.
AI infrastructure research for investment and strategy teams.
Connect changes in compute, memory, power, and inference economics to the questions behind your next decision.
A focused first engagement
The Compute Decision Pilot.
One question. A sourced answer your team can inspect.
02 · Examine
Test the assumptions.
Inspect dated quotes and sources, reconcile units and terms, and build a sensitivity model. Record evidence gaps and contradictory observations.
03 · Deliver
Brief the team.
A concise decision memo, editable model, evidence register and a 45-minute briefing, followed by one consolidated round of factual corrections.
Defined before work starts
Target delivery: ten business days after scope, data access and fee are agreed, subject to availability. A fixed project fee is quoted against the mandate. Evidence delays or scope changes receive a revised schedule before additional work.
Initial scope covers published sources and permissioned client evidence. New GPU testing, paid datasets, travel, specialist participation and ongoing monitoring are separately scoped and priced.
What makes the output useful
The memo distinguishes observed facts, assumptions, scenarios and unanswered questions. The model exposes the variables that change the conclusion. Material claims link to an evidence register with dates, units and limitations.
Use, confidentiality and redistribution terms are agreed in writing. A pilot provides research support; it does not promise savings, investment returns or a preferred vendor conclusion.
Ways to work together
Start with your research mandate.
Scope, access, timing, and fees are agreed for each engagement.
Ongoing coverage
Research for your team
Discuss team access to BEP’s published research, market dashboards, and working models. Follow the developments that matter across your coverage universe.
Research coverage · The Stack & BCSI · Team access and internal use
Discuss team research access ↗A shared understanding
Private research briefings
Bring the BEP team into a discussion of a technology shift, an earnings cycle, or a market debate. Build the agenda around the questions your team wants to examine.
Topic and agenda · Research presentation · Discussion and Q&A
Discuss a private briefing ↗A specific decision
Focused research projects
Define a company, supply-chain, or infrastructure economics question. Agree on a research output, the assumptions to test, and a delivery schedule before work begins.
Defined research question · Sourced analysis · Scenario modeling
Discuss a research project ↗Practical compute decisions
AI Infrastructure Advisory
Focused briefings and scoped research for investors and AI teams evaluating GPU cloud providers, workload requirements, and compute economics. Start with a briefing and a BEP research memo tailored to the decision.
Specialist participation and larger technical projects are agreed case by case, subject to availability.
Discuss an advisory engagement ↗Evaluate the work
Read the analysis before the conversation.
Memory · collaborative research
The Write Problem: Which AI Bytes Actually Belong on NAND
Ben Pouladian and Rui “Rick” Xie connect memory engineering with the economics of AI infrastructure.
Read the research ↗NVIDIA · strategy
The Only Company That Can Afford Free
A look at NVIDIA’s role in open source AI and what it means for compute economics.
Read the research ↗Start with our research frameworks ↗
Engineering and investment perspectives, in the same conversation.
Our research brings together the BEP team and specialist collaborators. Dated observations, explicit assumptions, and source references help your team inspect the reasoning.
People behind the work ↗Investment activities · BEP Holdings
BEP Syndicate
Private investment across the
AI infrastructure stack.
Through BEP Holdings, we organize special-purpose vehicles to invest in private companies across AI infrastructure. Our investment activities draw on the sectors and technologies we study through BEP Research.
- Focus
- Private AI infrastructure companies
- Structure
- Deal-specific SPVs
- Participation
- Verified accredited investors
Register interest in future opportunities. Joining the list creates no investment commitment. Participation is subject to verification and the applicable offering documents.
Research subscriptions and SPV participation are separate engagements.
BEP’s investment activities may create financial interests in companies or sectors covered by its research. Consider those interests when evaluating the analysis.
Start a conversation
What’s on your
research agenda?
Tell us about your team, the questions you’re working on, and your timing. We can discuss the right research scope and format.
Contact the BEP team ↗ben@bepresearch.com
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