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Found 18 results in 8ms
Found 18 results in 8ms
Jan 20, 2026
NVIDIA vs Google TPU: Training Performance per $ per Watt
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAISwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 6, 2026
Google: TPU & Broadcom Relationship
Former Chip Engineer at Google
Partner Interview
Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer DiscretionaryJan 4, 2026
Amazon AWS and Anthropic: History of SageMaker & Bedrock AI
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJan 2, 2026
AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapAnthropicOpenAIMicrosoftGoogleNVIDIAAdvanced Micro DevicesScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 31, 2025
NVIDIA, Trainium, Claude Training & Inference Demand
Former Accelerated Computing Leader at AWS
Partner Interview
Google•US•Mega CapMicrosoftNVIDIAAdvanced Micro DevicesAnthropicOpenAIAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 30, 2025
AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs
Former Generative AI Director at Amazon Web Services
Partner Interview
Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 19, 2025
Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA
Former Chip Engineer at Google
Partner Interview
Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 5, 2025
GCP, AWS: Vertical Integration & Leadership Culture
Former Director at GCP
Partner Interview
Google•US•Mega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation TechnologyNov 30, 2025
AWS and Amazon Bedrock: AI Growth Strategy
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 25, 2025
Amazon Web Services & AI GTM in Life Sciences
Former Global Life Sciences Sales Executive at Amazon Web Services
Partner Interview
Amazon•US•Mega CapNVIDIAGoogleMicrosoftBroadcomAdvanced Micro DevicesOpenAIOracleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication ServicesNov 21, 2025
Hyperscaler AI Inference Cost: Custom ASICs vs GPUs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 20, 2025
NVIDIA, Trainium, and GPUs vs Custom ASICs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryOct 2, 2025
Nebius Group: Toloka & GenAI Data
Former Executive at Toloka
Partner Interview
Nebius GroupMetaOpenAIMicrosoftAmazonGoogleNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionarySep 24, 2025
Nebius: Toloka & Data Labeling
Former Executive at Toloka
Partner Interview
Nebius GroupMetaMicrosoftGoogleOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesInformation TechnologyMay 7, 2025
Duolingo: Risks and Opportunities of LLMs
Former Director at Duolingo
Partner Interview
DuolingoOpenAIMicrosoftMetaDuolingoOpenAIMicrosoftMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesMar 25, 2025
NVIDIA & Generative AI Fundamentals
Former Accelerated Computing Leader at AWS
Partner Interview
NVIDIA•US•Mega CapAmazonGoogleMicrosoftOracleBroadcomOpenAIScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMission Critical Products & ServicesMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
Weekly update
Mar 25, 2025
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
Microsoft•US•Mega CapNetflixOpenAICarvanaAdyenWizz AirAmazonCredit AcceptanceCarMax
Mar 24, 2025
Microsoft Copilot, ChatGPT, & LLM Profitability
Former AI / LEngineering Director at Microsoft Azure
Partner Interview
Microsoft•US•Mega CapOpenAIAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication ServicesYou've reached the end