Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.
Rubin architecture and KV cache requirements drive massive HBM demand; inference compute fears (SRAM) overblown. Micron is the leading US HBM supplier.
Wall Street underestimates Bloom's growth as power becomes the primary constraint for AI data centers; 2GW production capacity by end-2026 could support ~$6B revenue (50% above consensus) with improving margins, recurring service revenue, and $2.15B cash fortress.
Rocket Lab's proven launch capabilities and growing space systems revenue (36% growth) position it as the primary public-market beneficiary if orbital data centers require non-SpaceX launch capacity.