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Weekly update
Mar 9, 2026

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

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
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Weekly update
Mar 9, 2026

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

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Feb 25, 2026

Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning

Former Regional Vice President, Public Sector Digital Transformation, Salesforce
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IP Interview
SalesforceUSLarge CapAnthropicOpenAIDatabricksConstellation SoftwareCHAPTERSTopicusMicrosoftServiceNowSwitching CostsB2B SoftwareSerial AcquirerPhysical Infra & NetworksInformation TechnologyHealth Care
Jan 20, 2026

NVIDIA vs Google TPU: Training Performance per $ per Watt

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIAUSMega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAIProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 6, 2026

Google: TPU & Broadcom Relationship

Former Chip Engineer at Google
Partner Interview
GoogleUSMega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer Discretionary
Jan 4, 2026

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Jan 2, 2026

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

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapAnthropicOpenAIMicrosoftGoogleNVIDIAAdvanced Micro DevicesNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 31, 2025

NVIDIA, Trainium, Claude Training & Inference Demand

Former Accelerated Computing Leader at AWS
Partner Interview
GoogleUSMega CapMicrosoftNVIDIAAdvanced Micro DevicesAnthropicOpenAIAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

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