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NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective
Oct 20, 2026
Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & NetworksOct 20, 2026
SAP: Business Data Cloud, Joule & Enterprise AI Governance
Oct 16, 2026
Partner Interview
Sap Se•DE•Mega CapDatabricksOpenAIAnthropicSnowflakeOracleSwitching CostsB2B SoftwareOct 16, 2026
AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD
Oct 13, 2026
Oct 13, 2026
AWS vs CoreWeave: Power Procurement for AI Data Centers
Oct 13, 2026
Oct 13, 2026
Klarna: Dropping Salesforce, Data Restructuring & the AI Operating Model
Oct 12, 2026
Partner Interview
Klarna Group plc•GB•Mid CapSalesforceAnthropicOpenAISwitching CostsB2B SoftwareOct 12, 2026
HBM Supply, De-stacking & the DRAM Cycle Peak
Oct 6, 2026
Partner Interview
SK hynix•KR•Mega CapAnthropicTSMCMicron TechnologyNVIDIAProcess PowerMission Critical Products & ServicesOct 6, 2026
Trustpilot: Geographic Expansion, Network Effects & the Flywheel Challenge
Oct 2, 2026
Partner Interview
Trustpilot•GB•Small CapAnthropicOpenAIOct 2, 2026
AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook
Oct 2, 2026
Oct 2, 2026
Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability
Oct 2, 2026
Oct 2, 2026
Trustpilot: Platform Integrity, AEO Strategy & Leadership Transition
Sep 25, 2026
Partner Interview
Trustpilot•GB•Small CapAnthropicOpenAISep 25, 2026
Weekly update
AWS, Anthropic, & AI Backlog Risk, LVMH, Uber vs Waymo
Sep 23, 2026
Amazon•US•Mega CapAnthropicNetwork EffectsPhysical Infra & Networks
Sep 23, 2026
AWS: AI Server Payback & Neocloud Competition
Sep 23, 2026
Partner Interview
Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching CostsPhysical Infra & NetworksSep 23, 2026
AWS and Anthropic Relationship & AI Backlog Risk
Sep 22, 2026
Sep 22, 2026
Palantir Foundry: Ontology, AIP & Enterprise Go-To-Market Strategy
Sep 22, 2026
Partner Interview
Palantir•US•Mega CapDatabricksOpenAIAnthropicSwitching CostsB2B SoftwareSep 22, 2026
Alphabet: Talent Retention & Frontier Model Competition
Sep 21, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & NetworksSep 21, 2026
WhatsApp Business: Monetization Model, BSP Ecosystem & Revenue Runway
Sep 18, 2026
Sep 18, 2026
Weekly update
Frontier LLMs & Claude vs Harvey, QXO, Shopify, FICO
Sep 16, 2026
AnthropicOpenAIGoogleNetwork EffectsMarketplaces & Platforms
Sep 16, 2026
Frontier LLM Inference: Margins, Commodification & Vertical Integration
Sep 15, 2026
Sep 15, 2026
Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling
Sep 14, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & NetworksSep 14, 2026
Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI
Sep 11, 2026
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & NetworksSep 11, 2026
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