
Software engineer and AI-first analyst focused on semiconductors and cloud infrastructure. Founder of ClearTake, an independent AI-powered research project analyzing the AI economy through primary data and value-chain fundamentals.
https://cleartake.aiNVIDIA’s newest chips are selling out as big cloud companies race to build more AI computing, and the company is turning that demand into strong profits and cash. The bigger question now is whether rivals, new in‑house chips, or shifting global rules can cool this run—before customers slow their spending.Read more
