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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 CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026

SiFive & ARM: RISC-V's Path to Data Center Compute

Partner Interview
Arm•GB•Mega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage

Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Palantir Foundry: Data Ingestion, Ontology Architecture & Enterprise Value Creation

Partner Interview
Palantir•US•Mega CapDatabricksAmazonSwitching CostsB2B Software
Sep 4, 2026

DoorDash New Verticals: Grocery Market Entry & Stock-Up Strategy

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IP Interview
DoorDash•US•Large CapInstacartAldiAmazonUberNetwork EffectsMarketplaces & Platforms
Sep 1, 2026
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Weekly update

AWS, Nebius, & AI Data Center ROIC

Amazon•US•Mega CapNebius GroupMicrosoftGoogleNetwork 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

Intel 14A vs TSMC A14: Advanced Node Competition & Customer Adoption

Partner Interview
Intel•US•Mega CapSK hynixASMLTSMCOpenAIAnthropicCoreWeaveAmazonGoogleNVIDIASwitching CostsMission Critical Products & Services
Aug 24, 2026

Microsoft, CoreWeave & the Economics of Neocloud Compute

Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveNebius GroupOracleAnthropicSwitching CostsPhysical Infra & Networks
Aug 24, 2026

AWS: AI Data Center Economics, CapEx, Trainium & TAAS

Partner Interview
Amazon•US•Mega CapAnthropicCoreWeaveOpenAIGoogleNebius GroupNVIDIAMicrosoftSwitching CostsPhysical Infra & Networks
Aug 23, 2026

ARM vs RISC-V: Long-Term Competitive Dynamics in the Data Center

Partner Interview
Arm•GB•Mega CapOpenAIQualcommNVIDIAGoogleAmazonNetwork EffectsPhysical Infra & Networks
Aug 20, 2026

Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics

Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveAnthropicLambda LabsByteDanceNebius GroupNVIDIASwitching CostsPhysical Infra & Networks
Aug 20, 2026

Coupang: FLC Supply Chain Strategy & Seller Onboarding

Partner Interview
Coupang Inc•US•Large CapShopeeGrabAmazonNetwork EffectsMarketplaces & Platforms
Aug 19, 2026

Lime: Scooter Lifecycle, Hardware Strategy & Long-Term Growth Runway

Partner Interview
LimeAmazonUberNetwork EffectsMarketplaces & Platforms
Aug 18, 2026

DoorDash: Owning the Full Restaurant Operating Stack

Partner Interview
DoorDash•US•Large CapOpenTableOpenAIAmazonUberNetwork EffectsMarketplaces & Platforms
Aug 13, 2026

Coupang vs Naver: Delivery Speed, Price Matching & Competitive Dynamics

Partner Interview
Coupang Inc•US•Large CapNAVERAmazonNetwork EffectsPhysical Infra & Networks
Aug 10, 2026

FedEx Freight Spin-off: Sales Strategy, Network Investment & LTL Competition

Partner Interview
Old Dominion Freight Line•US•Large CapAmazonEcho Global LogisticsFedEx Freight Holding Company, Inc.FedExSaiaNetwork EffectsPhysical Infra & Networks
Aug 10, 2026

P&G & SAP S/4HANA: A $125M Enterprise Migration to Azure

Partner Interview
Sap Se•DE•Mega CapOpenAIDXC TechnologyMicrosoftAmazonGoogleOracleSwitching CostsPhysical Infra & Networks
Aug 9, 2026

Amazon LTL Entry & the Threat to Established LTL Carriers

Partner Interview
Amazon•US•Mega CapFedExOld Dominion Freight LineXPOSaiaNetwork EffectsPhysical Infra & Networks
Aug 6, 2026

Showing 20 of 412 results