By Equity Research in AI buildout — Apr 10, 2026 Notes: The Bottleneck Heuristic - Where Scarcity Meets Capability in the AI Value Chain (Pt.1)
AI Value Chain AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1) Summary * Supply-demand imbalances ebb and flow across the AI value chain — as
SiTime Notes: SiTime and the Rising Importance of Precision Timing in AI Systems Summary * Precision timing has shifted from commodity infrastructure to a system-level constraint
Software 3.0 Notes: Convequity’s Lens on Software 3.0 Investing Summary * Software 3.0 mirrors the early internet era: AI is in
optical interconnects Notes: Light is the Future (Pt.2) Summary * The optical supply chain bottleneck into 2026 is EML capacity, with