# ai buildout (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover ai buildout. Page: Feed: --- ## [My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth](https://investinginai.substack.com/p/my-brief-interview-with-paddy-srinivasan) _2026-08-19 · Rob May · Investing In AI_ How will AI impact the mid-tier infrastructure provider? ## [NBIS valuation - What Q2 Changed](https://renstocks.substack.com/p/updating-the-nbis-pokedex) _2026-08-19 · Ren · Ren_ What Q2 changes, and doesn't change, about my July valuation. ## [Portfolio Update - Mid-August](https://renstocks.substack.com/p/portfolio-update-mid-august) _2026-08-18 · Ren · Ren_ The worst drawdown my portfolio has ever seen, followed by the fastest recovery. What I cut, what I kept, and what I am changing. ## [Is There An Inference Glut Coming?](https://investinginai.substack.com/p/is-there-an-inference-glut-coming) _2026-08-16 · Rob May · Investing In AI_ Small models, more efficient hardware... will it lead to overbuilt datacenter capacity? ## [Inside the AI Interconnect Boom - What, When and How to Trade it.](https://renstocks.substack.com/p/inside-the-ai-interconnect-boom) _2026-08-14 · Ren · Ren_ The AI trade started at the chip. Then it moved to the memory. Now it is moving to the wire. ## [Join Our Discord Community](https://renstocks.substack.com/p/join-our-discord-community) _2026-08-13 · Ren · Ren_ Every paid subscriber gets access. One thing to check before you click the link. ## [Memory Battle: DRAM vs. DISK](https://renstocks.substack.com/p/memory-battle-dram-vs-disk) _2026-08-12 · Ren · Ren_ Two memory ETFs enter the arena. We break down their holdings, exposure, strengths, weaknesses, and which one deserves a spot in the portfolio. ## [Constellation Energy (CEG): The Contract Layer of The AI Buildout.](https://investinginai.substack.com/p/constellation-energy-ceg-the-contract) _2026-08-11 · Rob May · Investing In AI_ Q2 2026 turned a scarcity story into a contracted one ## [World Models And The Companies That May Win This New Space](https://investinginai.substack.com/p/world-models-and-the-companies-that) _2026-08-09 · Rob May · Investing In AI_ 5 large companies have an edge in new physics based world models ## [The Next Space Boom Won’t Be Won in Space](https://renstocks.substack.com/p/the-next-space-boom-wont-be-won-in) _2026-08-06 · Ren · Ren_ Mapping the eight layers of the space economy, from orbital services to critical minerals. ## [One platform, from silicon to agent (Sponsored)](https://crawlproof.com/a/VJdz5ywS7wVe) _2026-08-06 · **Sponsored**_ Serverless inference plus Inference Router to optimize cost and latency at scale. ## [Weekly Update: Macro + Port | July 27 - August 2](https://renstocks.substack.com/p/weekly-update-macro-port-july-27) _2026-08-03 · Ren · Ren_ Four pieces this week, one story: US macro and the Leopold liquidation, Korea, the AI buildout, and my portfolio. Everything everywhere all at once. ## [Lumentum: Let there be LITE!](https://renstocks.substack.com/p/lumentum-let-there-be-lite) _2026-08-02 · Ren · Ren_ A company that lost half a billion dollars two fiscal years ago just grew revenue 90 percent in a quarter, told the market it cannot make enough lasers to meet demand, and watched NVIDIA wire it $2B. ## [A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference](https://investinginai.substack.com/p/a-strategic-analysis-neoclouds-vs) _2026-08-02 · Rob May · Investing In AI_ How do the GPU native neoclouds compete? ## [You Want The Light. Here Are Four Ways To Own It.](https://renstocks.substack.com/p/you-want-the-light-here-are-three) _2026-07-27 · Ren · Ren_ FOTO vs LAZR vs EUV. One is the pure optical bet, one is the upstream supply chain, and one is a chip-equipment fund wearing a photonics costume. Know the difference before you click buy. ## [Weekly Update: Macro + Port Top 7 | July 20-26](https://renstocks.substack.com/p/weekly-update-macro-port-top-7-july) _2026-07-27 · Ren · Ren_ Retail just had its worst month since 2022 while the S&P sat near highs. Why that gap is positioning, not a broken thesis, and where my top 7 sits going into a heavy earnings week. ## [Guest Post: The Trillion Dollar Trade Wall Street Is Ignoring](https://investinginai.substack.com/p/guest-post-the-trillion-dollar-trade) _2026-07-26 · Rob May · Investing In AI_ A guest post by AI entrepreneur Stephen Messer ## [Coherent: The Optical Plumber Of The AI Buildout](https://investinginai.substack.com/p/coherent-the-optical-plumber-of-the) _2026-07-24 · Rob May · Investing In AI_ Why the market's favorite AI photonics stock is a great company at a demanding price ## [Chapter 5 of My Investing in AI Book: Expect Market Dislocations](https://investinginai.substack.com/p/chapter-5-of-my-investing-in-ai-book) _2026-07-19 · Rob May · Investing In AI_ AI will have many market dislocations ## [Memory Is The Real Bottleneck and Micron Seems To Own It For Now](https://investinginai.substack.com/p/memory-is-the-real-bottleneck-and) _2026-07-15 · Rob May · Investing In AI_ MU is well positioned through 2028 ## [Finnish Seedboxes — Up to 20Gbps (Sponsored)](https://crawlproof.com/a/Mor7CqrAPEbd) _2026-07-15 · **Sponsored**_ Private Finnish seedboxes with 1–20Gbps speeds, RAID storage and 14‑day refund ## [The CEO's Field Guide To Strategy In An Era of AI Tokenomics](https://investinginai.substack.com/p/the-ceos-field-guide-to-strategy) _2026-07-12 · Rob May · Investing In AI_ Your COGS line is now denominated in tokens. Here is how to run the company accordingly.