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Dec 19, 2025

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Former Chip Engineer at Google
Partner Interview
Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 3, 2025

Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption

Former Director of Assembly at Intel
Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
Nov 25, 2025

Amazon Web Services & AI GTM in Life Sciences

Former Global Life Sciences Sales Executive at Amazon Web Services
Partner Interview
Amazon•US•Mega CapNVIDIAGoogleMicrosoftBroadcomAdvanced Micro DevicesOpenAIOracleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 25, 2025

TSMC: Management Incentives, Yield, & Customer Relationships

Former Director at TSMC
Partner Interview
TSMC•TW•Mega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 25, 2025

SK Hynix, Micron, & Data Center HBM Demand

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron Solutions, Inc.NVIDIASamsung C&T CorporationAdvanced Micro DevicesBroadcomGoogleAmazonMetaMicrosoftSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyHealth CareIndustrialsCommunication ServicesConsumer Discretionary
Nov 24, 2025

Vistra Corp, Talen Energy, & US Data Center Power

Former Strategic Solutions Manager at Vistra Corp
Partner Interview
Vistra•US•Large CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 21, 2025

Hyperscaler AI Inference Cost: Custom ASICs vs GPUs

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 20, 2025

NVIDIA Rack Architecture & Amphenol Positioning

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
Amphenol•US•Large CapNVIDIAAdvanced Micro DevicesTE ConnectivitySwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Nov 20, 2025

NVIDIA, Trainium, and GPUs vs Custom ASICs

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 15, 2025

Semiconductor Manufacturing & Packaging: Hybrid Bonding

Former IBM Engineering Manager & GlobalFoundries Executive
Partner Interview
BE Semiconductor Industries•NL•Large CapTaiwan Semiconductor Manufacturing Company LimitedApplied MaterialsNVIDIAASMLIntelAdvanced Micro DevicesSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Oct 26, 2025

TSMC: Hybrid Bonding & Advanced Packaging Adoption and Bottlenecks

Former Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedNVIDIAAdvanced Micro DevicesASMLSamsung ElectronicsAppleQualcommSK hynixBE Semiconductor IndustriesSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
Oct 6, 2025

TSMC: Supply Over Price

Former Senior Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommGLOBALFOUNDRIESASMLNVIDIAMicron TechnologySK hynixAdvanced Micro DevicesIntelSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Aug 24, 2025

TSMC: Yield, PDK Discipline & Pricing Power

Former Engineer at AMD
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityScale EconomiesNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Jul 3, 2025

Synopsys: AI’s Intelligence Layer & EDA Moat Disruption

Former SVP at Synopsys
Partner Interview
SynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSwitching CostsProcess PowerBrand EquityNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
Apr 28, 2025

Microsoft: Copilot & AI Services

Former AI GTM Lead at Microsoft
Partner Interview
MicrosoftAmazonNVIDIAAdvanced Micro DevicesCoreWeaveGoogleMicrosoftAmazonNVIDIAAdvanced Micro DevicesCoreWeaveGoogleSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Mar 19, 2025

Raspberry Pi: Arduino Customer Acquisition Flow

Arduino Sales Consultant
Partner Interview
Raspberry Pi•GB•Small CapQt GroupBroadcomTexas InstrumentsInfineonAdvanced Micro DevicesNetwork EffectsInformation Technology
Feb 24, 2025

Raspberry Pi Holdings PLC: Arduino Open Source Monetization

Former President at Arduino
Partner Interview
Raspberry Pi•GB•Small CapQt GroupAdvanced Micro DevicesBroadcomSTMicroelectronicsMicrochipNXP SemiconductorsRS GroupNetwork EffectsB2B MiddlemenInformation TechnologyIndustrials
Feb 20, 2025

Raspberry Pi Holdings PLC: Arduino Software Stack

Current Director at Arduino
Partner Interview
Raspberry Pi•GB•Small CapQt GroupNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
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Dec 22, 2023

ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG

ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead Group
Dec 19, 2023

CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
CoreWeave•US•Large CapMetaLambda LabsGoogleMicrosoftIntelAdvanced Micro DevicesNVIDIACadence BankAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyFinancialsConsumer Discretionary

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