# jimmy·research

> AI research notes on agentic commerce, AI infrastructure, and personal AI — companies, products, and emerging patterns, curated by Jimmy.

Personal research notes on the AI stack: the companies, products, and systems reshaping how software, payments, and personal workflows are built. Editorial scope is AI-only — three topic spines (agentic commerce, AI infrastructure, personal AI) organize entity pages (one per company / product / person) and module pages (category-level analyses). Bilingual where useful (EN / ZH). 219 entities, 32 modules.

## Topics

- [Agentic Commerce](https://jimmyresearch.com/agentic-commerce/): How AI agents transact — payment protocols, agent-native commerce, agent-payable APIs.
- [AI Infrastructure](https://jimmyresearch.com/ai-infrastructure/): Models, GPU compute, inference engines, aggregators, and the systems beneath agents.
- [AI Search](https://jimmyresearch.com/ai-search/): AI-native search & answer engines — retrieval, RAG, and agent-facing search APIs.
- [Personal AI](https://jimmyresearch.com/personal-ai/): Personal agent stacks, research workflows, and AI-augmented daily operations.
- [AI for Science](https://jimmyresearch.com/ai-for-science/): AI/ML methods accelerating discovery across the basic sciences — biology, chemistry, physics, mathematics, AI itself, and operations research.

## Agentic Commerce — Modules

- [Agent Engine Optimization (AEO)](https://jimmyresearch.com/modules/agent-engine-optimization/)
- [Agent Payment APIs (2026)](https://jimmyresearch.com/modules/agent-payment-apis-2026/)
- [Agent Payment Protocols](https://jimmyresearch.com/modules/agent-payment-protocols/)
- [Agentic Commerce](https://jimmyresearch.com/modules/agentic-commerce/)
- [Human-in-the-Loop AI](https://jimmyresearch.com/modules/human-in-the-loop-ai/)
- [iMessage Commerce](https://jimmyresearch.com/modules/imessage-commerce/)
- [Information Intermediary Evolution](https://jimmyresearch.com/modules/info-intermediary/)
- [Kite x402 Protocol](https://jimmyresearch.com/modules/kite-x402/)
- [No-App Commerce](https://jimmyresearch.com/modules/no-app-commerce/)
- [RCS (Rich Communication Services)](https://jimmyresearch.com/modules/rcs-rich-communication-services/)
- [Stripe Agent Payment](https://jimmyresearch.com/modules/stripe-agent-payment/)
- [Verify-Not-Trust](https://jimmyresearch.com/modules/verify-not-trust/)

## Agentic Commerce — Entities

- [Attentive](https://jimmyresearch.com/entities/attentive/)
- [Coinbase AgentKit](https://jimmyresearch.com/entities/coinbase-agentkit/)
- [Crescendo](https://jimmyresearch.com/entities/crescendo/)
- [Eden AI](https://jimmyresearch.com/entities/eden-ai/)
- [Kite.ai](https://jimmyresearch.com/entities/kite-ai/)
- [Locus](https://jimmyresearch.com/entities/locus/)
- [Magic](https://jimmyresearch.com/entities/magic/)
- [Rain](https://jimmyresearch.com/entities/rain-payments/)
- [Skyfire](https://jimmyresearch.com/entities/skyfire/)
- [Surf](https://jimmyresearch.com/entities/surf/)
- [Tempo MPP](https://jimmyresearch.com/entities/tempo-mpp/)
- [TinyFish](https://jimmyresearch.com/entities/tinyfish/)
- [x402 Protocol](https://jimmyresearch.com/entities/x402-protocol/)

## AI Infrastructure — Modules

- [AI Agent Economy and the White-Collar Labor Market](https://jimmyresearch.com/modules/ai-white-collar-labor-market/)
- [AI Data Center Physical Stack — Supplier Landscape](https://jimmyresearch.com/modules/ai-datacenter-physical-stack/)
- [AI Inference Engine Landscape](https://jimmyresearch.com/modules/ai-inference-engines/)
- [AI Token Supply Chain](https://jimmyresearch.com/modules/ai-token-supply-chain/)
- [Embodied AI (Robotics)](https://jimmyresearch.com/modules/embodied-ai/)
- [Flux Unfiltered Image Generation](https://jimmyresearch.com/modules/flux-unfiltered-image-gen/)
- [GPU Kernel Optimization](https://jimmyresearch.com/modules/gpu-kernel-optimization/)
- [Renting GPU for Inference](https://jimmyresearch.com/modules/runpod-gpu-inference/)

## AI Infrastructure — Entities

- [11x](https://jimmyresearch.com/entities/11x/)
- [ABB](https://jimmyresearch.com/entities/abb/)
- [Abnormal Security](https://jimmyresearch.com/entities/abnormal-security/)
- [Abridge](https://jimmyresearch.com/entities/abridge/)
- [Ada](https://jimmyresearch.com/entities/ada-support/)
- [AGIBOT](https://jimmyresearch.com/entities/agibot/)
- [Agility Robotics](https://jimmyresearch.com/entities/agility-robotics/)
- [Alibaba Cloud](https://jimmyresearch.com/entities/alibaba-cloud/)
- [Ambience Healthcare](https://jimmyresearch.com/entities/ambience-healthcare/)
- [AMD](https://jimmyresearch.com/entities/amd/)
- [Amkor Technology (AMKR)](https://jimmyresearch.com/entities/amkor/)
- [Anthropic](https://jimmyresearch.com/entities/anthropic/)
- [Applied Digital (APLD)](https://jimmyresearch.com/entities/applied-digital/)
- [Arista Networks (ANET)](https://jimmyresearch.com/entities/arista/)
- [Artisan](https://jimmyresearch.com/entities/artisan-ai/)
- [ASML (ASML)](https://jimmyresearch.com/entities/asml/)
- [ASMPT Limited (0522.HK)](https://jimmyresearch.com/entities/asmt/)
- [Asperitas](https://jimmyresearch.com/entities/asperitas/)
- [AWS](https://jimmyresearch.com/entities/aws/)
- [AWS Bedrock](https://jimmyresearch.com/entities/aws-bedrock/)
- [AWS Inferentia 2](https://jimmyresearch.com/entities/aws-inferentia/)
- [AWS Trainium 2](https://jimmyresearch.com/entities/aws-trainium/)
- [Azure OpenAI Service](https://jimmyresearch.com/entities/azure-openai-service/)
- [Baseten](https://jimmyresearch.com/entities/baseten/)
- [BE Semiconductor Industries (BESI.AS)](https://jimmyresearch.com/entities/be-semiconductor/)
- [Beautiful.ai](https://jimmyresearch.com/entities/beautiful-ai/)
- [Bloom Energy (BE)](https://jimmyresearch.com/entities/bloom-energy/)
- [Boyd Corporation (Boyd Thermal)](https://jimmyresearch.com/entities/boyd-corporation/)
- [Brex](https://jimmyresearch.com/entities/brex/)
- [Broadcom (AVGO)](https://jimmyresearch.com/entities/broadcom/)
- [Caterpillar (CAT)](https://jimmyresearch.com/entities/caterpillar/)
- [Cerebras](https://jimmyresearch.com/entities/cerebras/)
- [Chainguard](https://jimmyresearch.com/entities/chainguard/)
- [Chilldyne](https://jimmyresearch.com/entities/chilldyne/)
- [Clay](https://jimmyresearch.com/entities/clay/)
- [CleanSpark (CLSK)](https://jimmyresearch.com/entities/cleanspark/)
- [Cognition · Devin](https://jimmyresearch.com/entities/devin/)
- [Cohere](https://jimmyresearch.com/entities/cohere/)
- [Coherent (COHR)](https://jimmyresearch.com/entities/coherent/)
- [Comfort Systems USA (FIX)](https://jimmyresearch.com/entities/comfort-systems/)
- [Commure](https://jimmyresearch.com/entities/commure/)
- [Composio](https://jimmyresearch.com/entities/composio/)
- [Constellation Energy (CEG)](https://jimmyresearch.com/entities/constellation-energy/)
- [CoolIT Systems](https://jimmyresearch.com/entities/coolit-systems/)
- [Copy.ai](https://jimmyresearch.com/entities/copy-ai/)
- [Core Scientific (CORZ)](https://jimmyresearch.com/entities/core-scientific/)
- [CoreWeave](https://jimmyresearch.com/entities/coreweave/)
- [Corning Incorporated (GLW)](https://jimmyresearch.com/entities/corning/)
- [Cresta](https://jimmyresearch.com/entities/cresta/)
- [Crusoe Energy](https://jimmyresearch.com/entities/crusoe-energy/)
- [Cummins (CMI)](https://jimmyresearch.com/entities/cummins/)
- [Cursor](https://jimmyresearch.com/entities/cursor/)
- [Cyera](https://jimmyresearch.com/entities/cyera/)
- [Decagon](https://jimmyresearch.com/entities/decagon/)
- [DEEP Robotics](https://jimmyresearch.com/entities/deep-robotics/)
- [DeepInfra](https://jimmyresearch.com/entities/deepinfra/)
- [DeepSeek](https://jimmyresearch.com/entities/deepseek/)
- [Digital Realty (DLR)](https://jimmyresearch.com/entities/digital-realty/)
- [Digua Robotics](https://jimmyresearch.com/entities/digua-robotics/)
- [Eaton (ETN)](https://jimmyresearch.com/entities/eaton/)
- [ElevenLabs](https://jimmyresearch.com/entities/elevenlabs/)
- [EMCOR Group (EME)](https://jimmyresearch.com/entities/emcor/)
- [Equinix (EQIX)](https://jimmyresearch.com/entities/equinix/)
- [Eudia](https://jimmyresearch.com/entities/eudia/)
- [EvenUp](https://jimmyresearch.com/entities/evenup/)
- [fal.ai](https://jimmyresearch.com/entities/fal-ai/)
- [Figure AI](https://jimmyresearch.com/entities/figure-ai/)
- [Fireworks AI](https://jimmyresearch.com/entities/fireworks-ai/)
- [Galaxea](https://jimmyresearch.com/entities/galaxea/)
- [Gamma](https://jimmyresearch.com/entities/gamma/)
- [GCP Vertex AI](https://jimmyresearch.com/entities/gcp-vertex/)
- [GE Vernova (GEV)](https://jimmyresearch.com/entities/ge-vernova/)
- [Geek+](https://jimmyresearch.com/entities/geekplus/)
- [Generac (GNRC)](https://jimmyresearch.com/entities/generac/)
- [GitHub Copilot](https://jimmyresearch.com/entities/github-copilot/)
- [Glean](https://jimmyresearch.com/entities/glean/)
- [Google AI Studio](https://jimmyresearch.com/entities/google-ai-studio/)
- [Google Cloud](https://jimmyresearch.com/entities/google-cloud/)
- [Google DeepMind](https://jimmyresearch.com/entities/google-deepmind/)
- [Google TPU](https://jimmyresearch.com/entities/google-tpu/)
- [Granola](https://jimmyresearch.com/entities/granola/)
- [Green Revolution Cooling (GRC)](https://jimmyresearch.com/entities/grc-cooling/)
- [Groq](https://jimmyresearch.com/entities/groq/)
- [Harvey](https://jimmyresearch.com/entities/harvey/)
- [Hebbia](https://jimmyresearch.com/entities/hebbia/)
- [Hippocratic AI](https://jimmyresearch.com/entities/hippocratic-ai/)
- [HIVE Digital (HIVE)](https://jimmyresearch.com/entities/hive-digital/)
- [Horizon Robotics](https://jimmyresearch.com/entities/horizon-robotics/)
- [Huawei Ascend](https://jimmyresearch.com/entities/huawei-ascend/)
- [Huawei Cloud](https://jimmyresearch.com/entities/huawei-cloud/)
- [Inferact](https://jimmyresearch.com/entities/inferact/)
- [Innolight / 中际旭创 (300308.SZ)](https://jimmyresearch.com/entities/innolight/)
- [Intel](https://jimmyresearch.com/entities/intel/)
- [Iris Energy (IREN)](https://jimmyresearch.com/entities/iris-energy/)
- [Iron Mountain (IRM)](https://jimmyresearch.com/entities/iron-mountain/)
- [Ironclad](https://jimmyresearch.com/entities/ironclad/)
- [Jasper](https://jimmyresearch.com/entities/jasper/)
- [JetCool (a Flex Company)](https://jimmyresearch.com/entities/jetcool/)
- [Keel Infrastructure (formerly Bitfarms) (KEEL)](https://jimmyresearch.com/entities/bitfarms-keel/)
- [Kimi](https://jimmyresearch.com/entities/kimi/)
- [Kohler / Rehlko](https://jimmyresearch.com/entities/kohler/)
- [Lambda Labs](https://jimmyresearch.com/entities/lambda-labs/)
- [Legora](https://jimmyresearch.com/entities/legora/)
- [Legrand (LR)](https://jimmyresearch.com/entities/legrand/)
- [Leopold Aschenbrenner](https://jimmyresearch.com/entities/leopold-aschenbrenner/)
- [LiquidStack](https://jimmyresearch.com/entities/liquidstack/)
- [Lovable](https://jimmyresearch.com/entities/lovable/)
- [Luma AI](https://jimmyresearch.com/entities/luma-ai/)
- [Lumentum (LITE)](https://jimmyresearch.com/entities/lumentum/)
- [Marvell Technology (MRVL)](https://jimmyresearch.com/entities/marvell/)
- [Mercor](https://jimmyresearch.com/entities/mercor/)
- [Meta · Llama](https://jimmyresearch.com/entities/meta/)
- [Meta Superintelligence Labs (MSL)](https://jimmyresearch.com/entities/meta-superintelligence-labs/)
- [Micron Technology (MU)](https://jimmyresearch.com/entities/micron/)
- [Microsoft Azure](https://jimmyresearch.com/entities/microsoft-azure/)
- [Microsoft Maia 100/200](https://jimmyresearch.com/entities/microsoft-maia/)
- [Minds (MindShow.fun)](https://jimmyresearch.com/entities/minds/)
- [MiniMax](https://jimmyresearch.com/entities/minimax/)
- [Mistral AI](https://jimmyresearch.com/entities/mistral/)
- [Modal](https://jimmyresearch.com/entities/modal/)
- [Motivair (by Schneider Electric)](https://jimmyresearch.com/entities/motivair/)
- [Nebius](https://jimmyresearch.com/entities/nebius/)
- [Notion AI](https://jimmyresearch.com/entities/notion-ai/)
- [nVent (NVT)](https://jimmyresearch.com/entities/nvent/)
- [NVIDIA](https://jimmyresearch.com/entities/nvidia/)
- [NVIDIA GR00T](https://jimmyresearch.com/entities/nvidia-groot/)
- [Ollama](https://jimmyresearch.com/entities/ollama/)
- [OpenAI](https://jimmyresearch.com/entities/openai/)
- [OpenEvidence](https://jimmyresearch.com/entities/openevidence/)
- [OpenRouter](https://jimmyresearch.com/entities/openrouter/)
- [OpenVLA](https://jimmyresearch.com/entities/openvla/)
- [Oracle Cloud (ORCL)](https://jimmyresearch.com/entities/oracle-cloud/)
- [Parloa](https://jimmyresearch.com/entities/parloa/)
- [Physical Intelligence](https://jimmyresearch.com/entities/physical-intelligence/)
- [Pony AI](https://jimmyresearch.com/entities/pony-ai/)
- [Poolside](https://jimmyresearch.com/entities/poolside/)
- [Portkey](https://jimmyresearch.com/entities/portkey-ai/)
- [Postscript](https://jimmyresearch.com/entities/postscript/)
- [Prezi](https://jimmyresearch.com/entities/prezi/)
- [QTS (Blackstone-owned)](https://jimmyresearch.com/entities/qts/)
- [Quanta Services (PWR)](https://jimmyresearch.com/entities/quanta-services/)
- [Qwen](https://jimmyresearch.com/entities/qwen/)
- [RadixArk](https://jimmyresearch.com/entities/radixark/)
- [Ramp](https://jimmyresearch.com/entities/ramp/)
- [Recursive Superintelligence](https://jimmyresearch.com/entities/recursive-superintelligence/)
- [Replicate](https://jimmyresearch.com/entities/replicate/)
- [Replit](https://jimmyresearch.com/entities/replit/)
- [Riot Platforms (RIOT)](https://jimmyresearch.com/entities/riot-platforms/)
- [Robin AI](https://jimmyresearch.com/entities/robin-ai/)
- [Rogo](https://jimmyresearch.com/entities/rogo/)
- [Rolls-Royce Power Systems (mtu)](https://jimmyresearch.com/entities/rolls-royce-power/)
- [RunPod](https://jimmyresearch.com/entities/runpod/)
- [Runway](https://jimmyresearch.com/entities/runway-ml/)
- [Safe Superintelligence (SSI)](https://jimmyresearch.com/entities/safe-superintelligence/)
- [SambaNova Systems](https://jimmyresearch.com/entities/sambanova/)
- [Samsung Electronics (HBM Division)](https://jimmyresearch.com/entities/samsung-hbm/)
- [SanDisk (SNDK)](https://jimmyresearch.com/entities/sandisk/)
- [Scale AI](https://jimmyresearch.com/entities/scale-ai/)
- [Schneider Electric](https://jimmyresearch.com/entities/schneider-electric/)
- [SenseTime](https://jimmyresearch.com/entities/sensetime/)
- [Siemens (SIE)](https://jimmyresearch.com/entities/siemens/)
- [Sierra](https://jimmyresearch.com/entities/sierra/)
- [SiliconFlow](https://jimmyresearch.com/entities/siliconflow/)
- [SK Hynix](https://jimmyresearch.com/entities/sk-hynix/)
- [Skild AI](https://jimmyresearch.com/entities/skild-ai/)
- [Snyk](https://jimmyresearch.com/entities/snyk/)
- [Solaris Energy Infrastructure (SEI)](https://jimmyresearch.com/entities/solaris-energy/)
- [Spellbook](https://jimmyresearch.com/entities/spellbook/)
- [Submer](https://jimmyresearch.com/entities/submer/)
- [Suno](https://jimmyresearch.com/entities/suno/)
- [Surge AI](https://jimmyresearch.com/entities/surge-ai/)
- [Synthesia](https://jimmyresearch.com/entities/synthesia/)
- [T1 Energy (TE)](https://jimmyresearch.com/entities/t1-energy/)
- [Talen Energy (TLN)](https://jimmyresearch.com/entities/talen-energy/)
- [Tencent Cloud](https://jimmyresearch.com/entities/tencent-cloud/)
- [Tencent Hy3 (Hunyuan 3.0)](https://jimmyresearch.com/entities/tencent-hy3/)
- [Together AI](https://jimmyresearch.com/entities/together-ai/)
- [Tome](https://jimmyresearch.com/entities/tome/)
- [TSMC](https://jimmyresearch.com/entities/tsmc/)
- [Unitree](https://jimmyresearch.com/entities/unitree/)
- [Vast.ai](https://jimmyresearch.com/entities/vast-ai/)
- [Vertiv (VRT)](https://jimmyresearch.com/entities/vertiv/)
- [Vistra (VST)](https://jimmyresearch.com/entities/vistra/)
- [Voltage Park](https://jimmyresearch.com/entities/voltage-park/)
- [WeRide](https://jimmyresearch.com/entities/weride/)
- [Windsurf](https://jimmyresearch.com/entities/windsurf/)
- [Writer](https://jimmyresearch.com/entities/writer-ai/)
- [xAI](https://jimmyresearch.com/entities/xai/)
- [Zhipu AI](https://jimmyresearch.com/entities/zhipu/)

## AI Search — Modules

- [Tavily Search Integration](https://jimmyresearch.com/modules/tavily-search-integration/)

## AI Search — Entities

- [Genspark](https://jimmyresearch.com/entities/genspark/)
- [Perplexity](https://jimmyresearch.com/entities/perplexity/)
- [Tavily](https://jimmyresearch.com/entities/tavily/)
- [You.com](https://jimmyresearch.com/entities/you-com/)

## Personal AI — Modules

- [AI + Human Hybrid Runtime](https://jimmyresearch.com/modules/ai-human-hybrid/)
- [Claude Code Session Patterns](https://jimmyresearch.com/modules/claude-code-sessions/)
- [Patterns for AI-Augmented Deep Research](https://jimmyresearch.com/modules/deep-research-workflow/)
- [Personal AI Gateway Tuning](https://jimmyresearch.com/modules/openclaw-optimization/)

## Personal AI — Entities

- [Character.ai](https://jimmyresearch.com/entities/character-ai/)
- [ChatGPT](https://jimmyresearch.com/entities/chatgpt/)
- [Claude.ai](https://jimmyresearch.com/entities/claude-ai/)
- [Gemini app](https://jimmyresearch.com/entities/gemini/)
- [Hermes Agent](https://jimmyresearch.com/entities/hermes-agent/)
- [Manus](https://jimmyresearch.com/entities/manus/)
- [Personal AI Delegate (PAID)](https://jimmyresearch.com/entities/personal-ai-delegate/)
- [Pi (Inflection)](https://jimmyresearch.com/entities/inflection-pi/)
- [Poe](https://jimmyresearch.com/entities/poe/)
- [Review Agent](https://jimmyresearch.com/entities/review-agent/)

## AI for Science — Modules

- [AI for AI — Autonomous ML Research & Algorithm Discovery](https://jimmyresearch.com/modules/aifs-ml-self/)
- [AI for Biology — Protein, Genome & Cell](https://jimmyresearch.com/modules/aifs-biology/)
- [AI for Chemistry — Reactions, Molecules & Synthesis](https://jimmyresearch.com/modules/aifs-chemistry/)
- [AI for Mathematics — Proving, Formalizing & Conjecturing](https://jimmyresearch.com/modules/aifs-mathematics/)
- [AI for Operations Research — Learned Optimization & Solvers](https://jimmyresearch.com/modules/aifs-operations-research/)
- [AI for Physics — PINNs, Operators & Simulation](https://jimmyresearch.com/modules/aifs-physics/)
- [AI for Science — Landscape & Method Spectrum](https://jimmyresearch.com/modules/ai-for-science/)

## AI for Science — Entities

- [AlphaFold 3](https://jimmyresearch.com/entities/alphafold3/)
- [GNoME](https://jimmyresearch.com/entities/gnome/)
- [MatterSim](https://jimmyresearch.com/entities/mattersim/)

## Optional

- [Ingest log](https://jimmyresearch.com/log/): Append-only record of compilation batches.
- [OpenRouter weekly report](https://jimmyresearch.com/openrouter/): Auto-refreshed daily provider revenue tracking.
- [Tokenmap](https://jimmyresearch.com/tokenmap/): Static reference visualization.
- [Robotics supply chain](https://jimmyresearch.com/robotics/): Humanoid/physical-AI supply-chain map, 12 modules, China vs international players.