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Dell & HPE: AI Server Backlog, Margins & Supply Constraints

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAProcess PowerMission Critical Products & Services
Sep 25, 2026

SiFive & ARM: RISC-V's Path to Data Center Compute

Partner Interview
Arm•GB•Mega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Lattice Semiconductor: AMI Acquisition, Security Stack, & Server Content Growth

Partner Interview
Lattice Semiconductor•US•Large CapMicrosemiIntelAdvanced Micro Devices
Aug 3, 2026

Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU

Partner Interview
Arm•GB•Mega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsMarketplaces & Platforms
Jul 27, 2026

ARM Holdings: Competitive Positioning, RISC-V Threats & Royalty Strategy

Partner Interview
Arm•GB•Mega CapAmazonGoogleNVIDIAQualcommInfineonAdvanced Micro DevicesIntelNetwork EffectsPhysical Infra & Networks
Jul 20, 2026

Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure

Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsMission Critical Products & Services
Apr 24, 2026

SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins

Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesProcess PowerMission Critical Products & Services
Apr 1, 2026
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Weekly update

Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonSwitching CostsB2B Software
Mar 9, 2026

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsMarketplaces & Platforms
Jan 21, 2026

NVIDIA vs Google TPU: Training Performance per $ per Watt

Partner Interview
NVIDIA•US•Mega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAINetwork EffectsPhysical Infra & Networks
Jan 20, 2026

Google: TPU & Broadcom Relationship

Partner Interview
Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesSwitching CostsPhysical Infra & Networks
Jan 6, 2026

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

Partner Interview
Amazon•US•Mega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCSwitching CostsPhysical Infra & Networks
Jan 4, 2026

AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI

Partner Interview
Amazon•US•Mega CapAnthropicOpenAIMicrosoftGoogleNVIDIAAdvanced Micro DevicesSwitching CostsPhysical Infra & Networks
Jan 2, 2026

NVIDIA, Trainium, Claude Training & Inference Demand

Partner Interview
Google•US•Mega CapMicrosoftNVIDIAAdvanced Micro DevicesAnthropicOpenAIAmazonSwitching CostsPhysical Infra & Networks
Dec 31, 2025

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Partner Interview
Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaNetwork EffectsPhysical Infra & Networks
Dec 30, 2025

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Partner Interview
Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsPhysical Infra & Networks
Dec 19, 2025

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

Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelProcess PowerMission Critical Products & Services
Dec 3, 2025

Amazon Web Services & AI GTM in Life Sciences

Partner Interview
Amazon•US•Mega CapNVIDIAGoogleMicrosoftBroadcomAdvanced Micro DevicesOpenAIOracleSwitching CostsPhysical Infra & Networks
Nov 25, 2025

TSMC: Management Incentives, Yield, & Customer Relationships

Partner Interview
TSMC•TW•Mega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsPhysical Infra & Networks
Nov 25, 2025

SK Hynix, Micron, & Data Center HBM Demand

Partner Interview
SK hynix•KR•Mega CapMicron Solutions, Inc.NVIDIASamsung C&T CorporationAdvanced Micro DevicesBroadcomGoogleAmazonMetaMicrosoftNetwork EffectsPhysical Infra & Networks
Nov 25, 2025

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