Ben Wolf

Writing

AXT, Tongmei, and the InP supply contracts (Sep 20, 2026)
InP was already in the data center (Sep 12, 2026)
Who's still private in the AI buildout (Sep 04, 2026)
The AI supply chain chokepoints are mostly foreign (Sep 04, 2026)
Where the credit cracks first (Sep 04, 2026)

Atlas: The private research tool I use to follow AI and semiconductor stocks.
Night Shift: A research pipeline where Claude sessions check published science without ever seeing the answers they're checking.
Catalog: A collection of interactive and 3D pages from around the web that I keep as references.