Bit = compute density. Watt = power density. Where they intersect, coupling points form: nodes of disproportionate margin and structural moat. This wiki maps those nodes.
Information density across the compute stack: how much intelligence per unit of silicon, memory, and bandwidth.
Power density across the energy stack: how much compute per unit of energy, from chip-level TDP to grid-level supply.
Coupling Point
When a Bit bottleneck and a Watt bottleneck intersect at the same supply-chain node, a coupling point forms. Companies that control coupling points earn disproportionate margins and create structural moats.
Interactive coupling-point maps
Each atlas applies the Bit-Watt framework to a specific supply chain. Interactive bubble charts, PE-border encoding, and company-level premium analysis.
66 companies mapped across 6 coupling scenarios. Bit-Watt coupling quadrants for China A-shares and US stocks, process-node versus track-tier positioning, valuation premium against profit growth, and matched-stage comparison across the two markets.
66 companies mapped across 6 coupling scenarios. Bit-Watt coupling quadrants for China A-shares and US stocks, process-node versus track-tier positioning, valuation premium against profit growth, and matched-stage comparison across the two markets.
AI data center power demand, cooling economics, SiC power semiconductors, and grid-level bottlenecks.
Coming Q3 2026Robotics BOM breakdown, sensor fusion nodes, VLA compute requirements, and actuator coupling points.
Coming Q4 2026Subscriber Content
You are reading a free preview. The full Bit-Watt framework wiki is available to Research and Full Quant Intelligence subscribers.