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Zeta Global: Unifying CDP, Email, & DSP Across the Customer Lifecycle

Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Oct 29, 2026

Coupang: Taiwan as the Proof of Concept for Southeast Asia

Partner Interview
Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Oct 27, 2026

Intel & AMD: x86 vs Arm in the Agentic AI CPU Market

Partner Interview
Intel Corporation•US•Mega CapAdvanced Micro DevicesOpenAIAnthropicArmNVIDIATSMCAmazonSwitching CostsMission Critical Products & Services
Oct 27, 2026

YouTube: Why Originals Were Shut Down and Live Sports Rights Bought

Partner Interview
Google•US•Mega CapMetaAmazonByteDanceNetflixNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

CoreWeave & Neoclouds: Financing Risk, Contract Renewals & GPU Depreciation

Partner Interview
OpenAIAnthropicCoreWeaveNebius GroupAmazonMicrosoftGoogleIRENNetwork EffectsPhysical Infra & Networks
Oct 26, 2026

NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective

Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & Networks
Oct 20, 2026

Meta Data Centers: GPU vs CPU Roles in AI Inference and Training

Partner Interview
Meta•US•Mega CapMicrosoftAmazonGoogleAdvanced Micro DevicesNVIDIACredo TechnologyAmphenolIntelNetwork EffectsPhysical Infra & Networks
Oct 16, 2026

Wayfair Professional: B2B Enterprise Sales & Go-To-Market Gaps

Partner Interview
Wayfair•US•Large CapAmazonCounter PositioningVertically Integrated Retailer
Oct 16, 2026

Volex: Data Center Copper Cable Positioning & Optical Transition Risk

Partner Interview
Volex•GB•Small CapNVIDIAAmazonAmphenolKoch IndustriesSwitching CostsMission Critical Products & Services
Oct 15, 2026

AWS: Nvidia GPU Procurement, HBM Pricing Dynamics & Trainium Supply Chain

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Amazon•US•Mega CapNVIDIASK hynixMicron TechnologyMicrosoftGoogleSwitching CostsPhysical Infra & Networks
Oct 15, 2026

AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD

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Amazon•US•Mega CapGoogleMicrosoftByteDanceCoreWeaveAnthropicOpenAINebius GroupWestern DigitalSamsung ElectronicsInternational Business MachinesNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

AWS vs CoreWeave: Power Procurement for AI Data Centers

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CoreWeave•US•Large CapOpenAIAnthropicAmazonNebius GroupMicrosoftGoogleTalen Energy CorporationNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

Volex & AWS: Data Center Interconnect Qualification & Competitive Position

Partner Interview
Volex•GB•Small CapAmphenolKoch IndustriesNVIDIAAmazonSwitching CostsMission Critical Products & Services
Oct 13, 2026

AWS Data Center CapEx: Planning Cycles, GPU Mix & Margin Outlook

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Amazon•US•Mega CapNebius GroupGoogleMicrosoftCoreWeaveNVIDIASwitching CostsPhysical Infra & Networks
Oct 5, 2026

Cloudflare: Growth Marketing, Land-and-Expand, & Product Perception

Partner Interview
Cloudflare•US•Large CapZscalerAmazonGoogleNetwork EffectsPhysical Infra & Networks
Oct 5, 2026

AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook

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IP Interview
Amazon•US•Mega CapAnthropicOpenAIMetaGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Oct 2, 2026

Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability

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Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Oct 2, 2026
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AI Inference Portability, Amrize, Salesforce Churn, Copart Share Loss

Amazon•US•Mega CapSalesforceSwitching CostsB2B Software
Sep 30, 2026

HPE vs Dell: Server Market Dynamics & Competitive Positioning

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & Services
Sep 28, 2026

AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability

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Amazon•US•Mega CapNebius GroupOracleGoogleMicrosoftIRENCoreWeaveNVIDIASwitching CostsPhysical Infra & Networks
Sep 25, 2026

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