Cut through the AI hype with DaziAIWatch.
We are dedicated to decoding the long-term cycles of the AI industry. Stop counting GPUs and start understanding the real variables that drive the market: system efficiency, infrastructure scaling, power constraints, and token economics.
Price follows variables. We don't predict prices; we observe cycles.
Tune in to uncover the deep business logic and physical realities behind the AI boom.
Dazi AI Watch 029 — AI Is No Longer Driven by a Few Giants: More Buyers Are Paying for Compute
The biggest shift in AI may not be rising infrastructure spending, but the broadening of compute demand. From frontier labs and enterprise agents to cloud platforms, sovereign AI and physical AI, more customers are beginning to consume AI infrastructure. The next stage of the cycle will depend not only on how much CapEx is deployed, but on how many sustainable buyers ultimately pay for the compute.
Price is the result. Variables define the stage.
Don’t predict price. Observe the cycle.
11 Sept 2026
Dazi AI Watch Special 16 | AI Supply Chains Are Buying Insurance: Why Second Suppliers Matter More Than Ever
AI supply chains are shifting from pure efficiency toward resilience, redundancy, and supply certainty. The U.S. is rebuilding advanced manufacturing and packaging capacity at home, China is expanding its domestic AI compute and chip ecosystem, while more countries are avoiding dependence on a single technology stack.
Dazi AI Watch Special 16 examines TSMC’s U.S. expansion, NVIDIA’s partnership with Amkor, controlled H200 shipments to China, Alibaba’s in-house AI chips, and longer-term server CPU contracts to test a broader shift: the market is starting to value not only the best technology, but also the supplier that can keep the system running when the first option is no longer available.
Price is only the result. Variables define the stage.
We don’t predict prices—we track the cycle.
10 Sept 2026
Dazi AI Watch 028 | AI Supply Chains Need Backup Plans
AI supply chains are not fully decoupling, but companies are becoming less willing to rely on a single source for critical chips, equipment, packaging, and materials. As backup suppliers gain importance, the industry is shifting from pure cost efficiency toward greater supply security.
Price is only the result. Variables define the stage. We do not predict prices. We observe the cycle.
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