Insights
Notes on physical infrastructure
Analysis and forward calls from The Stratum Atlas.
Physical Infrastructure Buildout, week ending 27 July 2026
13 min read
Kimi K3’s open weights and technical report landed. Efficiency is confirmed. Clearance is not.
ReadPhysical Infrastructure Buildout, week ending 19 July 2026
9 min read
Efficiency Is Not Energization. Kimi K3 claims 2.5× scaling efficiency versus Kimi K2. What does that mean for the AI-driven infrastructure buildout?
ReadPhysical Infrastructure Buildout, week ending 12 July 2026
8 min read
CoWoS still rations finished AI packages, ABF film and T glass are next, and China still owns the magnet stack that humanoids and defense also need
ReadThe Physical Economy Doesn’t Care What You Announced
4 min read
We think that currency is broken, and we built Stratum Atlas because of it.
Read
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