Creative Strategies launches Atlas research portal with AWS exec insights and 800 VDC field notes
BenBajarin · x · 2026-09-19
Analyst Ben Bajarin launched Atlas, a subscriber portal consolidating Creative Strategies' research — field notes, exec interviews, data models and surveys. Diligence Stack subscribers get entry-tier access.
Recent notes include:
- Background interview with a senior AWS executive: serving larger AI models hinges on keeping models in accelerator memory, fast data movement, and enough concurrent requests for economic viability
- 800 VDC transition: native 800 VDC remains the direction, but arrival inside the compute tray will trail first high-voltage deployments
- CPO Summit takeaways and a note on compute becoming fungible
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