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S1E8 Dazi AI Watch 008: The Depreciation Trap — Will AI Compute Devour Big Tech Profits?
AI spending is still surging, but the real risk may not be fading demand. It may be depreciation. This episode looks at how massive capex, falling compute utility, and the mismatch between accounting…
Dazi AI Watch Special Update: The Truth Behind Rubin Ultra’s “4 to 2” Shift
If Rubin Ultra is moving from a more aggressive multi-die approach to a more practical system-level design, the real story may not be technological retreat. It may be that packaging limits, yield,…
S1E7 Dazi AI Watch 007: When AI Starts Working, Who Owns the Outcome?
AI is moving beyond chat and into real-world execution. But the next major bottleneck is no longer just model capability. It is accountability. This episode explores why responsibility, verification,…
Dazi AI Watch 006: The Next Demand Wave Is in the Physical World
AI demand may not stop at chat, search, or copilots.This episode looks at why the next major demand wave could come from physical AI: robots, factories, logistics, and real-world execution systems.…
Dazi AI Watch 005: From Free Expansion to Token Monetization
AI demand is shifting from free expansion toward real monetization through token consumption, pricing power, and agent-driven workflows.Price is the result. Variables define the stage. Don’t predict…
Dazi AI Watch 004: Manufacturing First, Power Later
The next AI bottleneck is likely to appear first in manufacturing, while power becomes the harder ceiling later. Physical limits matter more than narratives.Price is the result. Variables define the…
Dazi AI Watch 003: Beyond GPUs
AI can no longer be understood through GPUs alone. The real challenge is now system-level: memory, interconnect, packaging, power, and cooling.Price is the result. Variables define the stage. Don’t…
Dazi AI Watch 002: AI Capex Has Not Peaked
The market keeps questioning ROI, but hyperscalers are still accelerating AI infrastructure spending. Capital is still moving forward.Price is the result. Variables define the stage. Don’t predict…
Dazi AI Watch Framework: Signal vs Noise
A framework for reading the AI cycle through four variables: capital spending, physical bottlenecks, infrastructure delivery, and token-driven demand.Price is the result. Variables define the stage.…
Dazi AI Watch 001: AI Infrastructure Beyond Compute
AI expansion is no longer just about GPUs. The cycle is spreading across networking, storage, and the broader infrastructure stack.Price is the result. Variables define the stage. Don’t predict…
[Dazi AI Watch] Unpacking GTC 2026: From Selling Shovels to the "Token Factory" Era
At Nvidia's GTC 2026, CEO Jensen Huang delivered a stunning forecast of a $1 trillion high-conviction demand by 2027. But beyond the headline-grabbing numbers and chip benchmark hype, the fundamental…
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DaziAIWatch | AI Cycle Observer has published 11 episodes since March 2026, covering topics in Technology.
DaziAIWatch | AI Cycle Observer is currently highly active with new episodes daily. Average episode length is 21m.
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