All Episodes

The Truth About AI Mega-Deals: Orders Are Not Cash Flow｜Dazi AI Watch · Special 02

Dazi AI Watch Special 01 | Not Every AI Connection Will Turn Optical

Dazi AI Watch 014: From System Delivery to Contract Monetization: What Really Matters in AI Infrastructure

Dazi AI Watch 013: From Compute Delivery to Network Re-Architecture — The Next AI Bottleneck Is Not Chips, But Connectivity

Dazi AI Watch 012: From “Franchise Rights” to “Execution Rights” — Who Can Really Turn Power into Compute?

Dazi AI Watch 011: The Endgame of Compute Is a Franchise Right

Dazi AI Watch 010: Who Gets Pushed Out, and Who Keeps Taxing the AI Stack?

Dazi AI Watch 009: What Signals Would Tell Us the AI Cycle Is Really Turning?

Dazi AI Watch 008: The Depreciation Trap — Will AI Compute Devour Big Tech Profits?

Dazi AI Watch Special Update: The Truth Behind Rubin Ultra’s “4 to 2” Shift

Dazi AI Watch 007: When AI Starts Working, Who Owns the Outcome?

Dazi AI Watch 006: The Next Demand Wave Is in the Physical World

Dazi AI Watch 005: From Free Expansion to Token Monetization

Dazi AI Watch 004: Manufacturing First, Power Later

Dazi AI Watch 003: Beyond GPUs

Dazi AI Watch 002: AI Capex Has Not Peaked

Dazi AI Watch Framework: Signal vs Noise

Dazi AI Watch 001: AI Infrastructure Beyond Compute

[Dazi AI Watch] Unpacking GTC 2026: From Selling Shovels to the "Token Factory" Era