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Synopsys & Cadence: In-House AI EDA Tools at Hyperscalers and Chip Designers

Partner Interview
Synopsys•US•Large CapCadence Design SystemsOpenAIAnthropicNVIDIASwitching CostsB2B Software
Oct 27, 2026

Intel & AMD: x86 vs Arm in the Agentic AI CPU Market

Partner Interview
Intel Corporation•US•Mega CapAdvanced Micro DevicesOpenAIAnthropicArmNVIDIATSMCAmazonSwitching CostsMission Critical Products & Services
Oct 27, 2026
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Weekly update

Linde, S3 Data Gravity, NVIDIA vs Hyperscalers, Klarna replaced Salesforce

Linde•GB•Mega CapNVIDIAKlarna Group plcProcess PowerMission Critical Products & Services
Oct 21, 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

Volex: Data Center Copper Cable Positioning & Optical Transition Risk

Partner Interview
Volex•GB•Small CapNVIDIAAmazonAmphenolKoch IndustriesSwitching CostsMission Critical Products & Services
Oct 15, 2026

AWS: Nvidia GPU Procurement, HBM Pricing Dynamics & Trainium Supply Chain

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IP Interview
Amazon•US•Mega CapNVIDIASK hynixMicron TechnologyMicrosoftGoogleSwitching CostsPhysical Infra & Networks
Oct 15, 2026

Volex & AWS: Data Center Interconnect Qualification & Competitive Position

Partner Interview
Volex•GB•Small CapAmphenolKoch IndustriesNVIDIAAmazonSwitching CostsMission Critical Products & Services
Oct 13, 2026

HBM Supply, De-stacking & the DRAM Cycle Peak

Partner Interview
SK hynix•KR•Mega CapAnthropicTSMCMicron TechnologyNVIDIAProcess PowerMission Critical Products & Services
Oct 6, 2026

AWS Data Center CapEx: Planning Cycles, GPU Mix & Margin Outlook

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IP Interview
Amazon•US•Mega CapNebius GroupGoogleMicrosoftCoreWeaveNVIDIASwitching CostsPhysical Infra & Networks
Oct 5, 2026

Dell Technologies: AI Server Backlog, Supply Chain & GPU Fulfillment Capacity

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesJuniper NetworksNVIDIASuper Micro ComputerVMwareProcess PowerMission Critical Products & Services
Oct 2, 2026

HPE vs Dell: Server Market Dynamics & Competitive Positioning

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & Services
Sep 28, 2026

AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability

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

Dell & HPE: AI Server Backlog, Margins & Supply Constraints

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAProcess PowerMission Critical Products & Services
Sep 25, 2026

AWS: AI Server Payback & Neocloud Competition

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

Lumentum & Coherent: Indium Phosphide Strategy & CPO Laser Competition

Partner Interview
Lumentum•US•Large CapCoherentMarvell TechnologyCienaNVIDIAProcess PowerMission Critical Products & Services
Sep 4, 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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