Our next FUNDA Happy Hour after Singapore would be in Malaga, Spain during ECOC next week! If you are around, please come and meet @iamfabian ! RSVP link: forms.zohopublic.com/opsfu1/form/Me…
ORCL FY27Q1 is a positive read-across for $BE , reinforcing that AI demand remains supply-constrained: OCI revenue beat, 850MW of AI capacity was delivered, GPU utilization stayed 97.9%, and >$30b of new AI contracts were signed. Management’s shift in bottleneck commentary toward
Deep| $BE : The Debate Has Shifted from AIDC Demand to Delivery Execution
AIDC power scarcity remains the structural driver. We estimate North America faces a ~15GW AI power shortfall in 2027, as grid interconnection, turbine lead times, and downstream power infrastructure
We’re about to launch Narrative Shift push notifications on the FUNDA Platform. For example, at market open yesterday, we sent an alert on emerging changes in cybersecurity. We also covered these changes in detail in yesterday’s Substack report.
Once you subscribe to FUNDA on
Research|Cybersecurity: When AI Becomes the Hacker; Anthropic and OpenAI's Call to Slow Down Favors Security Platforms and Identity Vendors
AI safety gap: Dario Amodei’s September 12 essay and Sam Altman’s public agreement signal that AI model capability is moving faster than
Our latest research makes the case that security platforms and identity vendors could be among the biggest beneficiaries of AI adoption. We map the opportunity across $PANW , $CRWD , $OKTA , $SAIL , $NET and $AKAM - and explain why some standalone AI security startups could
Research|Cybersecurity: When AI Becomes the Hacker; Anthropic and OpenAI's Call to Slow Down Favors Security Platforms and Identity Vendors
AI safety gap: Dario Amodei’s September 12 essay and Sam Altman’s public agreement signal that AI model capability is moving faster than
