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Topoint drills every AI server board
Topoint makes the tungsten-carbide drill bits that punch the holes in AI-server circuit boards. As boards move to harder, higher-layer materials, demand for its bits keeps rising, and it is one of only two high-end suppliers in the world.
Tessara Research · Free
We watch what breaks first.
Independent research on the physical bottlenecks behind the AI buildout: compute, memory, power, and networking, mapped to the public companies exposed to each.
Free. No spam. 1 to 2 memos a week.
Source-backed constraint intelligence for the AI build.