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Feb 17, 2026
AWS: Securing Grid Power for Hyperscale AI Data Centers
Former Executive Leader, Energy Strategy and AWS Infrastructure at Amazon
Partner Interview
Amazon•US•Mega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation TechnologyFeb 12, 2026
Confluent vs Open Source Kafka: Enterprise Adoption & Pricing
Current Data & AI Senior Manager at Accenture
Partner Interview
Confluent•US•Large CapAmazonMicrosoftGoogleScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFeb 10, 2026
MedCap & Abilia: Assistive Tech Business Model & 90% Gross Margins
Former CFO of Abilia, MedCap
Partner Interview
MedCap•SE•Mid CapAppleGoogleBrand EquitySwitching CostsNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksHealth CareFinancialsConsumer DiscretionaryInformation TechnologyCommunication ServicesJan 31, 2026
Broadcom & Google TPU: SerDes IP, Power Efficiency & Vertical Integration Strategy
Former Senior Director of Engineering at Broadcom Inc
Partner Interview
Google•US•Mega CapBroadcomNVIDIAMicrosoftMetaMediaTekAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJan 27, 2026
Magnite: Pricing, Win Rates & Platform Performance vs Trade Desk
Current APAC Publisher on Magnite
Partner Interview
Magnite•US•Small CapPubMaticThe Trade DeskGoogleAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJan 26, 2026
TSMC, Samsung, Intel & Leading Edge Node Competition
Former Vice President at Samsung Semiconductor
Partner Interview
Taiwan Semiconductor Manufacturing Company Limited•TW•Mega CapSamsung ElectronicsKLAIntelNVIDIAGoogleSwitching CostsProcess PowerNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Former Senior Vice President at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 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 19, 2026
The Trade Desk: Cost Perception & Independence
Former Manager at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 18, 2026
Amazon Ads Evolution & DSP Share Gains
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 13, 2026
Zeta Global: Marketing Platform Economics, Pricing & Competition
Former VP at Zeta Global
Partner Interview
Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 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 28, 2025
Qualcomm, Apple, & High Performance Computing
Former Senior Executive at Qualcomm
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 21, 2025
Adyen vs Stripe: Competitive Positioning
Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 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 DiscretionaryShowing 20 of 1000 results