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AWS: AI Server Payback & Neocloud Competition
Sep 23, 2026
Partner Interview
Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching CostsPhysical Infra & NetworksSep 23, 2026
AWS and Anthropic Relationship & AI Backlog Risk
Sep 22, 2026
Sep 22, 2026
Alphabet: Talent Retention & Frontier Model Competition
Sep 21, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & NetworksSep 21, 2026
Uber's AV Strategy: Fleet Economics, Depot Operations & Waymo Partnership
Sep 17, 2026
Partner Interview
Uber•US•Large CapGoogleWayveLyftNetwork EffectsMarketplaces & PlatformsSep 17, 2026
Weekly update
Frontier LLMs & Claude vs Harvey, QXO, Shopify, FICO
Sep 16, 2026
AnthropicOpenAIGoogleNetwork EffectsMarketplaces & Platforms
Sep 16, 2026
Frontier LLM Inference: Margins, Commodification & Vertical Integration
Sep 15, 2026
Sep 15, 2026
AppLovin MAX & AXON: How Gaming Studios Evaluate UA and Ad Monetization
Sep 15, 2026
Partner Interview
Applovin•US•Large CapGoogleMetaNetwork EffectsMarketplaces & PlatformsSep 15, 2026
Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling
Sep 14, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & NetworksSep 14, 2026
Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI
Sep 11, 2026
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & NetworksSep 11, 2026
Shopify: A $4M Merchant on Swiching costs, B2B & Flexport Fulfillment
Sep 9, 2026
Sep 9, 2026
SiFive & ARM: RISC-V's Path to Data Center Compute
Sep 8, 2026
Partner Interview
Arm•GB•Mega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & NetworksSep 8, 2026
Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage
Sep 8, 2026
Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & NetworksSep 8, 2026
Meta Platforms: Smart Glasses Economics & EssilorLuxottica Partnership
Sep 4, 2026
Sep 4, 2026
Shopify: 10M€ Merchant on Sidekick & AI Tools for DTC Merchants
Aug 27, 2026
Aug 27, 2026
Weekly update
AWS, Nebius, & AI Data Center ROIC
Aug 27, 2026
Amazon•US•Mega CapNebius GroupMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Aug 27, 2026
AI Data Center ROIC & GPU Pricing Framework
Aug 25, 2026
Partner Interview
Nebius Group•NL•Large CapGoogleCoreWeaveOpenAIAnthropicAmazonMicrosoftNVIDIAOracleSwitching CostsPhysical Infra & NetworksAug 25, 2026
Shopify Plus & Facebook Ads: A $20M Omnichannel Retailer's Experience
Aug 24, 2026
Aug 24, 2026
Intel 14A vs TSMC A14: Advanced Node Competition & Customer Adoption
Aug 24, 2026
Partner Interview
Intel•US•Mega CapSK hynixASMLTSMCOpenAIAnthropicCoreWeaveAmazonGoogleNVIDIASwitching CostsMission Critical Products & ServicesAug 24, 2026
Microsoft, CoreWeave & the Economics of Neocloud Compute
Aug 24, 2026
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveNebius GroupOracleAnthropicSwitching CostsPhysical Infra & NetworksAug 24, 2026
AWS: AI Data Center Economics, CapEx, Trainium & TAAS
Aug 23, 2026
Partner Interview
Amazon•US•Mega CapAnthropicCoreWeaveOpenAIGoogleNebius GroupNVIDIAMicrosoftSwitching CostsPhysical Infra & NetworksAug 23, 2026
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