BEP RESEARCHBEP for institutions
AI infrastructure research for investment and strategy teams.
Connect changes in compute, memory, power, and inference economics to the questions behind your next decision.
Ways to work together
Scope, access, timing, and fees are agreed for each engagement.
Ongoing coverage
Discuss team access to BEP’s published research, market dashboards, and working models. Follow the developments that matter across your coverage universe.
Research coverage · The Stack & BCSI · Team access and internal use
Discuss team research access ↗A shared understanding
Bring the BEP team into a discussion of a technology shift, an earnings cycle, or a market debate. Build the agenda around the questions your team wants to examine.
Topic and agenda · Research presentation · Discussion and Q&A
Discuss a private briefing ↗A specific decision
Define a company, supply-chain, or infrastructure economics question. Agree on a research output, the assumptions to test, and a delivery schedule before work begins.
Defined research question · Sourced analysis · Scenario modeling
Discuss a research project ↗Evaluate the work
Memory · collaborative research
Ben Pouladian and Rui “Rick” Xie connect memory engineering with the economics of AI infrastructure.
Read the research ↗NVIDIA · strategy
A look at NVIDIA’s role in open source AI and what it means for compute economics.
Read the research ↗Our research brings together the BEP team and specialist collaborators. Dated observations, explicit assumptions, and source references help your team inspect the reasoning.
People behind the work ↗Investment activities · BEP Holdings
Private investment across the
AI infrastructure stack.
Through BEP Holdings, we organize special-purpose vehicles to invest in private companies across AI infrastructure. Our investment activities draw on the sectors and technologies we study through BEP Research.
Register interest in future opportunities. Joining the list creates no investment commitment. Participation is subject to verification and the applicable offering documents.
Research subscriptions and SPV participation are separate engagements.
BEP’s investment activities may create financial interests in companies or sectors covered by its research. Consider those interests when evaluating the analysis.
Start a conversation
Tell us about your team, the questions you’re working on, and your timing. We can discuss the right research scope and format.
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