All Episodes

Dazi AI Watch Special 08-The Battle for AI Toll Booths: How Agents Are Rewriting Internet Access, Web Interfaces, Compute and SaaS

Dazi AI Watch 020-The Internet’s Second Species: When AI Agents Become Real Users

Dazi AI Watch Special 07: From Million-Dollar Racks to Token Costs and Broadcom’s Test

Dazi AI Watch 019 : After Optics and Memory Have Rallied, Who Overbuilds Next?

Dazi AI Watch Special 06-The AI Compute Restructuring Ledger: From 800V Power to Agentic Workflows

Dazi AI Watch 018-From GPU Dominance to Compute Restructuring: How AI Enters the Corporate Income Statement

Dazi AI Cycle Watch 017 Special 05: The Audit Phase of the AI Cycle — The Boom Is Not Over, But the Bills Are Starting to Split

The Suspension Phase: AI Is Not Over, But the Market Now Demands Proof-Dazi AI Watch 017

The AI Hardware Squeeze: Why Device Makers May Bleed First-Dazi AI Watch Special o4

The AI Crowding-Out Effect-Dazi AI Watch 016

When Compute Becomes Cheaper Than Labor-Dazi AI Watch special 03

From AI Capex Arms Race to Organizational Restructuring: How AI Could Rewrite Corporate Profit Statements｜Dazi AI Watch 015

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