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AI Macro Nexus Research

AI Macro Nexus Research:

Data Center Delays Are the 2026 Market Risk (Not an AI Bubble)

Jordi Visser January 11, 2026 8:30 AM

The Opus 4.5 Inflection Point: When AI Crossed the Threshold

Jordi Visser January 7, 2026 9:31 AM

The Physical World Upgrade: Why AI’s Next Chapter Demands a Hardware Renaissance

Jordi Visser January 5, 2026 7:45 AM

The Physical World Upgrade: Why AI’s Next Chapter Demands a Hardware Renaissance

Jordi Visser January 4, 2026 8:30 AM

The Nvidia-Groq Deal: Why AI’s Next Frontier Requires Architectural Revolution Over Moore’s Law

Jordi Visser December 29, 2025 11:12 AM

AI Agents Are Here: Why 2026 Is the Revenue Inflection Year

Jordi Visser December 21, 2025 8:30 AM

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