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Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics
Aug 20, 2026
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveAnthropicLambda LabsByteDanceNebius GroupNVIDIASwitching CostsPhysical Infra & NetworksAug 20, 2026
Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy
Jul 24, 2026
Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseSwitching CostsPhysical Infra & NetworksJul 24, 2026
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Jul 6, 2026
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsPhysical Infra & NetworksJul 6, 2026
CoreWeave, Nebius & the Neocloud Value Chain
Jul 1, 2026
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsPhysical Infra & NetworksJul 1, 2026
Nebius vs CoreWeave: Business Model, Financing & Path to Profitability
Jun 29, 2026
Partner Interview
Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsPhysical Infra & NetworksJun 29, 2026
Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization
Jun 12, 2026
Jun 12, 2026
AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning
Apr 25, 2026
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsPhysical Infra & NetworksApr 25, 2026
Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure
Apr 24, 2026
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsMission Critical Products & ServicesApr 24, 2026
AWS: Securing Grid Power for Hyperscale AI Data Centers
Feb 17, 2026
Partner Interview
Amazon•US•Mega CapDuke EnergyDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveSwitching CostsPhysical Infra & NetworksFeb 17, 2026
Nebius Group: Yandex History & NeoCloud Business
Sep 24, 2025
Partner Interview
Nebius GroupCoreWeaveAmazonGoogleMicrosoftNetwork EffectsPhysical Infra & NetworksSep 24, 2025
Microsoft: Copilot & AI Services
Apr 28, 2025
Partner Interview
MicrosoftAmazonNVIDIAAdvanced Micro DevicesCoreWeaveGoogleSwitching CostsPhysical Infra & NetworksApr 28, 2025
Core Scientific: from Bitcoin Mining to AI Data Centers
Feb 21, 2025
Partner Interview
Core Scientific•US•Mid CapRiot PlatformsHIVE Digital Technologies LtdCanaan CreativeCredo TechnologyEquinixCoreWeaveFeb 21, 2025
Weekly update
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Oct 9, 2024
Danaher•US•Large CapAshtead TechnologyVitrolifeVeevaEcolabSalesforceFTAI AviationGE AerospaceNVIDIACoreWeaveIQVIABrenntagRepligenAtlas Engineered ProductsBuilders FirstSourceSwitching CostsMission Critical Products & Services
Oct 9, 2024
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Oct 7, 2024
Partner Interview
Amazon•US•Mega CapNVIDIAApplied DigitalMicrosoftGoogleCore ScientificOracleMetaCoreWeaveLambda LabsSwitching CostsPhysical Infra & NetworksOct 7, 2024
Weekly update
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Dec 22, 2023
ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead GroupNetwork EffectsMarketplaces & Platforms
Dec 22, 2023
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Dec 19, 2023
Partner Interview
CoreWeave•US•Large CapMetaLambda LabsGoogleMicrosoftIntelAdvanced Micro DevicesNVIDIACadence BankAmazonNetwork EffectsPhysical Infra & NetworksDec 19, 2023
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