HeyJaredKakashii's Materials
Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me
- Indexed issues, last 90 days
- 8
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest issues
Oracle: Hyperscaler or Neocloud? A Look into Q1 FY2027 (opens the original)
Read excerpt
Oracle is one of the oldest names in enterprise tech, and for over a decade it has been counted as one of the hyperscalers. But in this AI era, Oracle looks different from Amazon, Google and Microsoft. It has negative free cash flow, rising debt, dilution through the ATM, creative financing models to mitigate the risk including bringing your own GPUs and customer prepayments funding the GPUs. It leases instead of owning, and it depends on one project, Stargate, and one customer, OpenAI. That sou
A read into Nebius' Q2 Earning Report (opens the original)
Read excerpt
Nebius was my first coverage when I started the “The Neoclouds Series”, where I plan to cover the major neoclouds companies, their history, their business plan, financials, their dependency on Nvidia and whether they have path to profitability in future, if at all, and more.Nebius is one of the fewest neoclouds that received lots of attention, bullish takes and a big investor community believing that Nebius could stand out post-AI bubble day. But as I covered extensively in my Nebius&
The Neoclouds Series, Part 2: CoreWeave (opens the original)
Read excerpt
IntroductionThis is the second article in my series working through the neocloud sector, the fast-growing AI infrastructure companies that buy Nvidia systems, assemble data centers around them, and rent the resulting compute to hyperscalers, AI labs, and other companies that need compute for their AI usage. Part 1 covered Nebius. Part 2 covers a company that was one of the first in the “neocloud” sector, but this is not about how early it was. CoreWeave invented and defined many of the term
SpaceX: "AI" Revenue, CIP, Nvidia GPUs, Datacenters, and the Imaginary GWs (opens the original)
Read excerpt
SpaceX reported its Q2 earnings on August 4th, 2026, and since I had already been working on an article about SpaceX, I saw this as an opportunity to extend my original piece with the new data from that report, both from the earnings call and the earnings release (together with any other public data out there).In this article, I will talk solely about its AI Segment. While SpaceX is, in origin, a space related company, its AI Segment can reveal a lot about the bad habits of the AI industry: how
SSI x Nvidia: The Recent Deal in Nvidia's Cloud Credits/GPU Economy (opens the original)
Read excerpt
Today SSI and Nvidia announced a long-term partnership in which SSI will get access to Nvidia’s Vera Rubin GPU platform, while Nvidia will increase its investment in SSI. Nvidia is already an existing investor in SSI.This kind of deal demonstrates the Cloud Credits/GPU Economy, which is not new to us. It has been going strong since 2023; we are just now witnessing it more frequently and with much bigger figures. These deals are very important for Nvidia. <a href="https://kakashiii111.subs
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.