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• Kakashii's Materials

  Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me

  10 posts · theirs

Lately

• SpaceX: "AI" Revenue, CIP, Nvidia GPUs, Datacenters, and the Imaginary GWs

  Kakashii's Materials · 2026-08-06

• SSI x Nvidia: The Recent Deal in Nvidia's Cloud Credits/GPU Economy

  Kakashii's Materials · 2026-07-27

• The Neoclouds Series, Part 1: Nebius

  Kakashii's Materials · 2026-07-24

• THE MEMORY MACHINE

  Kakashii's Materials · 2026-07-14

• Let's Break Down Where NVIDIA's Datacenter Demand' Actually Comes From

  Kakashii's Materials · 2026-07-05

• Thoughts of the Week - June 28, 2026

  Kakashii's Materials · 2026-06-28

• The Perpetual Gambler: How Masayoshi Son Is Betting SoftBank’s Future on OpenAI

  Kakashii's Materials · 2026-06-23

• Thoughts of the Week - June 22, 2026

  Kakashii's Materials · 2026-06-22

• The Great RPO Illusion: Microsoft, OpenAI, Nvidia, and the Neoclouds

  Kakashii's Materials · 2026-06-17

• Thoughts of the Week - June 14, 2026

  Kakashii's Materials · 2026-06-14

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