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AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability

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Amazon•US•Mega CapCoreWeaveNebius GroupGoogleMicrosoftIRENNVIDIAOracleSwitching CostsPhysical Infra & Networks
Sep 25, 2026
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Weekly update

AWS, Anthropic, & AI Backlog Risk, LVMH, Uber vs Waymo

Amazon•US•Mega CapAnthropicNetwork EffectsPhysical Infra & Networks
Sep 23, 2026

AWS: AI Server Payback & Neocloud Competition

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Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching 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

Allegro: Advertising Intensity, Smart! Program Economics & Competitive Moat

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Allegro•LU•Mid CapTemuShopeeSHEINByteDanceAmazonCounter PositioningVertically Integrated Retailer
Sep 21, 2026

Medline vs Cardinal Health: Med-Surg Distribution & Private Label Strategy

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Medline Inc.•US•Large CapCardinal HealthAmazonMcKessonNetwork EffectsPhysical Infra & Networks
Sep 17, 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

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

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

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Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026

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

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

Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage

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AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

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

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

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

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DoorDash•US•Large CapInstacartAldiAmazonUberNetwork EffectsMarketplaces & Platforms
Sep 1, 2026
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AWS, Nebius, & AI Data Center ROIC

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

AI Data Center ROIC & GPU Pricing Framework

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

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

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

Microsoft, CoreWeave & the Economics of Neocloud Compute

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

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

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

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

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

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