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.
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 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, generated more than $50M in ARR, and contributed to revenue contracts totaling over $4B. I bring an operator’s perspective on where compute, data, and platforms actually create — or destroy — value, whether in a research call, advisory discussion, or written memo. I am also the founder of Foundry One Technology, where I back and build with lean AI startups, keeping me close to the frontier of applied AI.
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 35-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.