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Jul 7, 2026
S&P Global: Data Strategy, AI Risk & the Financial Data Value Chain
Partner Interview
S&P Global•US•Large CapAnthropicOpenAIFinancialsJul 7, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 6, 2026
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 1, 2026
CoreWeave, Nebius & the Neocloud Value Chain
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJun 29, 2026
AppLovin vs Liftoff: Mobile DSP Competitive Positioning & SDK Data Advantage
Partner Interview
Applovin•US•Large CapAnthropicOpenAILiftoff Mobile, Inc. Common StockUnity SoftwareInformation TechnologyCommunication ServicesJun 29, 2026
Nebius vs CoreWeave: Business Model, Financing & Path to Profitability
Partner Interview
Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJun 29, 2026
Intel's EDA Tool Shift: From Proprietary to Synopsys & Cadence
Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCAnthropicIntelSwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation TechnologyJun 26, 2026
Microsoft Agent 365, OpenAI DeployCo, & Enterprise AI Adoption
Jun 25, 2026
SAP & AI Agents: A CIO's Enterprise Deployment Reality
Jun 22, 2026
Google TPU vs NVIDIA GPU: Training, Inference & Total Cost of Ownership
Partner Interview
Google•US•Mega CapOpenAIAnthropicTSMCNVIDIAMicrosoftAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJun 17, 2026
Nvidia, Intel & the GPU-to-CPU Ratio in Agentic AI Infrastructure
Partner Interview
NVIDIA•US•Mega CapAnthropicOpenAITSMCIntelArmGoogleAmazonMicrosoftApplied MaterialsProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 16, 2026
Synopsys: DSO.ai Monetization Strategy & GenAI Disruption Risk
Partner Interview
Synopsys•US•Large CapOpenAICadence Design SystemsAnthropicSwitching CostsB2B SoftwareInformation TechnologyJun 16, 2026
SAP S/4HANA Migration: Make vs Buy with AI & Reducing SaaS Spend
Partner Interview
Sap Se•DE•Large CapAnthropicDatabricksOpenAIMicrosoftServiceNowDassault SystèmesSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyJun 12, 2026
Google Gemini, Anthropic & the AI Harness Layer
Partner Interview
Google•US•Mega CapAmazonMicrosoftAnthropicOpenAINetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJun 12, 2026
Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization
Jun 11, 2026
Google Search: Culture, ChatGPT Panic & AI Overrotation
Partner Interview
Google•US•Mega CapAnthropicOpenAIBooking HoldingsExpediaNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryJun 8, 2026
Marvell vs Broadcom: The 1.6T Optical DSP Market Share Battle
Partner Interview
Marvell Technology•US•Mega CapLumentumCoherentAnthropicOpenAIAstera LabsBroadcomGoogleMicrosoftAmazonNVIDIANetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 3, 2026
SK Hynix & Samsung: DRAM Technology Node Transitions & Output Growth
Partner Interview
SK hynix•KR•Mega CapTSMCAnthropicSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryMay 29, 2026
AppFolio: Enterprise Sales Strategy & Moving Upmarket
Partner Interview
AppFolio•US•Mid CapYardiAnthropicThoma BravoSalesforceRealPageEliseAISwitching CostsB2B SoftwareInformation TechnologyHealth CareMay 28, 2026
Salesforce Agentforce: Implementation Challenges & Customer Adoption
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