HeyJaredManuel Walz
German🇩🇪 with 20+ years of professional computer science background. All about Semi Conductor, Enterprise SaaS, AI Chips, FinTech & GARP Investments.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Jul 20, 2026
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QUALCOMM vs CREDO inside the AWS ECOSYSTEM (opens the original)
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🚨 This article is free to read. It contains extra content for free subscribers and an extra subchapter for paid members (new Substack feature). So may sure to be singed in.PREFACEOn September 3, 2026, Qualcomm and AWS signed a multi gen collab covering custom AI inference silicon and optical connectivity for AWS. Stretched over 10 years, up to $60B purchasing commitment, with Amazon receiving warrants for up to 25M QCOM shares (exercise price $161.26). The Alphawave acquisition’s SerDes IP and o
DUOLINGO AI TOKEN ANALYSIS (opens the original)
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PREFACEThis is rather a shortie instead of doing a full deep dive analysis like I usually do. I tried to challenge myself and did something different.We all know the banger headlines like SaaSmageddon, death of the seat and stuff like that. With rising token prices, especially for the frontier models and at the same time cheaper, more specialized models, this claim needs to be seen in a different way. So, what’s the goal here: I asked myself, how expensive (or cheap) can token prices for differe
ASTA ENERGY SOLUTIONS AG 🇦🇹 (1AST.VI / 1AST.DE) (opens the original)
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0. PREFACEASTA Energy Solutions AG is a 210-year-old Austrian🇦🇹 engineering specialist that has suddenly and, for many, unexpectedly, become the hidden energy play in the middle of the global AI infrastructure buildout. The company’s flagship product, the Continuously Transposed Conductor (CTC), is an engineered copper winding used inside the large power transformers and High-Voltage Direct Current (HVDC) converter transformers which are the crucial and absolutely necessary basement of every DC,
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