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SAP: AI Competition, Joule & Partner-Built Transformation Tools

Partner Interview
Sap Se•DE•Mega CapAnthropicOpenAIDatabricksMicrosoftSwitching CostsB2B Software
Oct 27, 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

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

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

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

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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

AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability

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

AWS: AI Server Payback & Neocloud Competition

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Amazon•US•Mega CapNebius GroupAnthropicGoogleSpaceXMicrosoftCoreWeaveNVIDIASwitching CostsPhysical Infra & Networks
Sep 23, 2026

AWS and Anthropic Relationship & AI Backlog Risk

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Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Sep 22, 2026

Alphabet: Talent Retention & Frontier Model Competition

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Google•US•Mega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & Networks
Sep 21, 2026

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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Google•US•Mega CapAnthropicOpenAIMicrosoftAmazonSalesforceNVIDIAHarvey AISwitching CostsPhysical Infra & Networks
Sep 15, 2026

Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling

Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & Networks
Sep 14, 2026

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOracleMetaGoogleSpaceXOpenAIAmazonCoreWeaveNVIDIASwitching CostsPhysical Infra & Networks
Sep 11, 2026

Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage

Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & Networks
Sep 8, 2026
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AWS, Nebius, & AI Data Center ROIC

Amazon•US•Mega CapNebius GroupGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Aug 27, 2026

AI Data Center ROIC & GPU Pricing Framework

Partner Interview
Nebius Group•NL•Large CapGoogleCoreWeaveOpenAIAnthropicAmazonMicrosoftNVIDIAOracleSwitching CostsPhysical Infra & Networks
Aug 25, 2026

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