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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

Coupang: Building a 2P Fulfillment Business in Korea

Partner Interview
Coupang Inc•US•Large CapShopeeAmazonSeaNetwork EffectsVertically Integrated Retailer
Jul 31, 2026

DoorDash Grocery: Unit Economics, Merchant Selection & Growth Runway

Partner Interview
DoorDash•US•Large CapInstacartAmazonUberNetwork EffectsMarketplaces & Platforms
Jul 29, 2026

Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU

Partner Interview
Arm•GB•Mega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsMarketplaces & Platforms
Jul 27, 2026

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

Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseSwitching CostsPhysical Infra & Networks
Jul 24, 2026

ARM Holdings: Competitive Positioning, RISC-V Threats & Royalty Strategy

Partner Interview
Arm•GB•Mega CapAmazonGoogleNVIDIAQualcommInfineonAdvanced Micro DevicesIntelNetwork EffectsPhysical Infra & Networks
Jul 20, 2026

SAP RISE: A Colgate-Palmolive Customer's Perspective

Partner Interview
Sap Se•DE•Mega CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsPhysical Infra & Networks
Jul 20, 2026

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