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AI Macro Nexus Research

AI Macro Nexus Research:

The Fireworks Show Is Over: Agentic AI Moves From Discovery to Digestion

Jordi Visser June 4, 2026 9:53 AM

Dell, AI Factories, and the Industrialization of Intelligence

Jordi Visser June 1, 2026 7:45 AM

“We Will Crash”: Why Does AI Bring Out the Fear In People

Jordi Visser May 31, 2026 8:30 AM

Bandwidth Wars and the Fragility of the AI Supply Chain

Jordi Visser May 26, 2026 11:02 AM

Not a Bubble, a Bottleneck: Why the Physical AI Buildout Is Setting Up the Next Regime Shift

Jordi Visser May 24, 2026 8:30 AM

AI’s Strait of Hormuz: When Real Demand Becomes the Real Risk

Jordi Visser May 19, 2026 12:45 PM

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