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Thursday, October 1, 2026

Explore Atlas by Creative Strategies

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The Diligence StackOct 1, 2026Ben Bajarin
For Memory, Bet on Bits not History
Why the memory floor has moved, and why the TAM's shape is still unknown
Ben BajarinOpen
Atlas Research NoteOct 1, 2026Ben Bajarin
Synopsys Investor Day Connects Agentic EDA to Commercial Value
Creative Strategies | Event takeaway | October 1, 2026 | Event September 30, 2026 Our Read Synopsys' Investor Day strengthens the central argument of our agentic EDA report. Agents increase the amount of valuable work running through established design and verification tools, and that gives the vendor more than one way to charge within the same customer relationship. The event made that commercial path more concrete through Autopilot, customer-owned agent workflows, and GPT-Synopsys.
Ben BajarinPreview
Atlas Research NoteOct 1, 2026Ben Bajarin
Micron Q4 FY26: The Memory Cycle Is Carrying a Larger Bit Base
Micron goes into the next phase of the memory cycle with a larger bit base, more HBM content, and a growing share of demand under contract. Operating view: Micron’s results support the better-for-longer memory thesis because demand visibility is extending while the supply response stays slow. Memory is still cyclical.
Ben BajarinPreview
Atlas Research NoteOct 1, 2026Ben Bajarin
HPE Networking Day Takeaways on Open AI Infrastructure
Creative Strategies | Event takeaway | September 30, 2026 Our Read Our attendance at HPE Networking Day reinforced our view that networking is becoming central to HPE's AI infrastructure strategy. Juniper gives HPE more points of entry into an AI deployment, from the connections inside a rack to the fabric between data centers. It also brings a stronger software and services relationship on top of that hardware.
Ben BajarinPreview
The Diligence StackSep 29, 2026Ben Bajarin
The Agentic CPU Guidebook
How core design, memory, and software execution shape the AI factory
Ben BajarinOpen
Atlas Research NoteSep 28, 2026Ben Bajarin
NVIDIA Moves Agent Safety Into the Infrastructure
Atlas Research Note | September 28, 2026 Our Read How much work enterprises hand to agents comes down to how much authority they can safely delegate. Our security work has focused on identity, permissions, and the ability to stop or reverse an unsafe action. NVIDIA's Open Agent Safety Platform adds a very concrete question to that list: do those controls still work when the computer running the agent can't be trusted anymore?
Ben BajarinPreview

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Notes

For Memory, Bet on Bits not History

Synopsys Investor Day Connects Agentic EDA to Commercial Value

Micron Q4 FY26: The Memory Cycle Is Carrying a Larger Bit Base

HPE Networking Day Takeaways on Open AI Infrastructure

The Agentic CPU Guidebook

NVIDIA Moves Agent Safety Into the Infrastructure

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