AI infrastructure
Reading the AI supply chain
Start with the system. Follow the components. Ask where the evidence leads.
Read the guide
Independent technology research
By @molelabs · Open to everyonemole research.
Digging deeper into technology
and the companies building it.
The starting point / 001
Follow the signal.
Find the substance.
A field guide to reading the AI supply chain, one layer at a time.
Read the field guideLook closer.
There’s more underneath.
There’s more underneath.
Semiconductors+Photonics+AI infrastructure+Evidence over noise
The reading room
A place to start digging.
Photonics
Following the photonics trail
A framework for connecting the technology to the commercial evidence.
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Semiconductors
From a headline to a research question
A repeatable way to investigate a semiconductor announcement.
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The approach
Go below
the surface.
Stay with the facts.
Good research is a trail you can follow. From the first question to the source behind it.
About Mole Research01 /
Start at the source.
Company filings, technical documents, and original announcements. Give every important claim a paper trail.
02 /
Connect with care.
Trace the technology and the supply chain. Make it clear where the evidence ends and interpretation begins.
03 /
Keep the questions open.
Look for what could change the thesis. Revisit assumptions when new information arrives.
Areas of interest
Where we look.
Following the technologies and connections beneath the headlines.