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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 Discretionary

Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk

Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast

SAP S/4HANA Migration: Make vs Buy with AI & Reducing SaaS Spend

Partner Interview

Sap Se•DE•Large CapAnthropicDatabricksOpenAIMicrosoftServiceNowDassault SystèmesSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy

Partner Interview

Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services

Google Gemini, Anthropic & the AI Harness Layer

Partner Interview

Google•US•Mega CapAmazonMicrosoftAnthropicOpenAINetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization

Microsoft•US•Mega CapAmazonOpenAIAnthropicHarvey AIOracleGoogleCoreWeaveNebius GroupNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

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 Discretionary

Salesforce Agentforce: Implementation Challenges & Customer Adoption

Salesforce•US•Large CapAnthropicOpenAIHubSpotOracleMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

AWS vs OpenAI, CoStar, & Constellation’s AI Risk

AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle

AWS Bedrock: Infrastructure Moat vs Model Provider Competition

Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Workday & Accenture: Agentic AI Impact on System Integration

Workday•US•Large CapOpenAIMicrosoftSap SeOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation Technology

Microsoft Dynamics 365: Winning Back Salesforce Customers with Copilot & ROI

Partner Interview

Microsoft•US•Mega CapOpenAIAnthropicGitHubDatabricksSalesforceSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation Technology

Atlassian: On-Prem to Cloud Migration Challenges

Partner Interview

Atlassian•AU•Large CapGitLabMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

AWS: Unit Economics, Infrastructure Scaling, and the AI Transition

Partner Interview

Amazon•US•Mega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services

Microsoft AI: Enterprise Sales, Copilot Adoption & Distribution Moat

Partner Interview

Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services

OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection

Partner Interview

OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Q1 26 Top Interviews: SAP, SaaS & the Agentic ERP

Sap Se•DE•Large CapGoogleMicrosoftAnthropicOpenAIConstellation Software

SAP: Leadership Challenges, AI Strategy & Sovereign Cloud Execution

Partner Interview

Sap Se•DE•Large CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services

AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning

Partner Interview

Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure

Partner Interview

Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer Discretionary

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