Creative Strategies, Inc

Introducing the CS Forecast Stack.

Nineteen models share a single demand framework, covering the full economic stack: semiconductor fabrication capacity, compute infrastructure, data center power, token economics, AI factory unit economics, and end-market revenue, from frontier labs down to enterprise deployment.

creativestrategies.com/forecast-stack/

Old ThinkPads opened like the hood of a car. Repairability was table stakes.
Thin and light sealed everything shut. @Lenovo's Brian Leonard says his team always felt that was wrong, and ThinkPad interiors are now designed around repair.
@caro_milanesi

Applied Optoelectronics more than doubled Q3 revenue year over year and secured a multiyear hyperscaler agreement. We look at what has to happen on the factory floor before orders turn into shipments. atlas.creativestrategies.com/notes?note=app…

Keyboards in 2035, according to @Lenovo's VP of Design Brian Leonard: still here, for the people who choose them. Voice may take over the drafting. The keyboard stays for editing, and for people who think with their hands.
@caro_milanesi

Cloudflare's Q3 revenue grew 39% year over year. Workers gives short agent tasks a place to run on demand, which can cut the cost of idle compute. We look at how that changes Cloudflare's economics in Atlas. atlas.creativestrategies.com/notes?note=clo…