Decision Intelligence for Memory & AI Infrastructure
What changes in the market before it shows up in pricing.
MT·AI turns signals from DRAM, HBM, enterprise SSDs, data centres and AI infrastructure into a decision-ready market view — with clear implications for sourcing, availability and timing.
Current Market View
Where pressure is building
The indicators measure more than news volume. They combine the impact on scarcity, pricing and strategic availability.
Selected Intelligence
What MT·AI sees today
A public selection from the MT·AI Intelligence Engine. The internal cockpit contains the full evidence base, forecast history and falsifiers.
Next Catalysts
What to watch next
Concrete dates and checkpoints that can confirm, change or weaken the current MT·AI market view.
No crystal ball
A market view designed to be challenged.
MT·AI does not collect headlines. Signals are assessed for source quality, novelty, relevance, forecast impact, falsifiability and time sensitivity. Forecasts remain dated and counter-evidence stays visible.
- 01Evidence
Verify sources, remove duplicates and make uncertainty explicit.
- 02Signal
Assess market impact and identify changes since the previous run.
- 03Forecast
Make it dated, measurable and attach a clear kill condition.
Michael Thedens
Market intelligence grounded in commercial reality.
Business development across enterprise memory, storage and AI infrastructure. MT·AI connects market intelligence with the decisions manufacturers, system integrators, data centres and procurement teams need to make next.
contact@michaelthedens.de