Research that gets you to conviction faster.
Independent equity research and expert consulting for buy-side analysts and consulting project teams — turning deep technical knowledge of AI and tech infrastructure into investable insight.
Engagements via GLG or direct. Tell me the thesis you're testing — the first conversation is on me.
Deep technical insight, translated for the investment decision.
For buy-side analysts and consulting project teams who need to understand AI and tech infrastructure quickly and rigorously. Engagements range from a single expert call to a commissioned research deliverable.
Expert consultations
1:1 calls — via GLG or direct — on AI, compute, and infrastructure companies and the trends moving them.
Commissioned research
Written deep-dives and memos built around your thesis — bottlenecks, competitive moats, and where value accrues.
Diligence & channel checks
Independent technical validation of AI and deep-tech bets for analysts, PE, and corporate acquirers.
Project-team support
Embedded research and expert input for professional-services teams running a tech-heavy engagement.
Frontier-tech advisory
Strategy work at the edge of AI, Web3, and quantum for organizations planning their next move.
Have a thesis to test?
Tell me what you're trying to understand — the first call is on me.
Get in touch →
Nicole Hu
I help investors and consulting teams understand AI and tech infrastructure from the inside — as a founding member of the GLG AI Committee, an expert consultant via GLG, and through independent research.
Across leadership roles at Google, Cisco, and AppDynamics, I've shipped AI and infrastructure products that earned a 2020 CRN Innovation Award and drove $50M ARR. That operator's view of where compute, data, and platforms actually create — or destroy — value is what I bring to a research call or memo. I'm also founder of Foundry One Technology, where I back lean AI startups, which keeps me close to the frontier.
Featured on Bloomberg's Tech Disruptors
I joined Bloomberg Intelligence's Tech Disruptors podcast to talk AI infrastructure, the compute landscape, and what it means for investors.
Nicole Hu on AI infrastructure & the compute cycle
A conversation on where the real bottlenecks are, how to read the AI-infrastructure buildout, and what it signals for the next investment cycle.
The AI Memory Wall
Want the details behind the episode? The full 64-page deep-dive on why bandwidth — not FLOPs — governs the next compute cycle, and who's most exposed.
First Job to First Promotion
My guide to building an engineering career in the AI era — the same operator's lens I bring to research and consulting.
Read on Amazon →Have a thesis worth pressure-testing?
Whether you're a buy-side analyst or a consulting project team, tell me what you're trying to understand about AI and tech infrastructure. The first conversation is on me.
Email me →Or reach out on LinkedIn. Engagements available via GLG.