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AI Macro Nexus Research

AI Macro Nexus Research:

Factories That Manufacture Intelligence’: The New Semiconductor Inflection

Jordi Visser September 18, 2025 3:51 PM

Oracle, Inference, and the Persistence of Disbelief

Jordi Visser September 17, 2025 10:43 AM

Oracle’s AI Order Shock: The Week Tariff Fears Died

Jordi Visser September 14, 2025 8:30 AM

Hybrid Solutions: Why AI Is the New Electricity Across Every Silo

Jordi Visser September 8, 2025 4:59 PM

Regime Shift Ahead: Fed Rate Cuts, Housing Emergency, and the AI Power Boom

Jordi Visser September 7, 2025 8:30 AM

Efficiency vs. Exponential Demand: Why the Natural Limit of AI Is Power

Jordi Visser September 3, 2025 10:37 AM

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