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Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage

Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & Networks
Sep 8, 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

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

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

monday.com vs ClickUp & Microsoft: Competitive Positioning in the AI Era

Partner Interview
mondaycom•IL•Mid CapOpenAIClickUpAsanaMicrosoftSwitching CostsB2B Software
Aug 20, 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

monday.com: Workflow Automation & AI Adoption in a Large Enterprise

Partner Interview
mondaycom•IL•Mid CapClickUpAsanaAtlassianSmartsheetMicrosoftSwitching CostsB2B Software
Jul 31, 2026

monday.com & Claude: Building a Combined AI Operating System for SMBs

Partner Interview
mondaycom•IL•Mid CapAnthropicClickUpAirtableAsanaAtlassianHubSpotMicrosoftSwitching CostsB2B Software
Jul 30, 2026

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

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

SAP RISE: A Colgate-Palmolive Customer's Perspective

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

Workday: BP Case Study Salesforce Orchestration & the Abstraction of Core HR

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IP Interview
Workday•US•Large CapBPSap SeMicrosoftOracleServiceNowUKGSwitching CostsB2B Software
Jul 18, 2026

Sierra vs Salesforce Agentforce: Enterprise Orchestration Layer Competition

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IP Interview
Salesforce•US•Large CapOracleMicrosoftHubSpotZendeskSwitching CostsB2B Software
Jul 17, 2026
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Weekly update

Wise, Hyperscalers vs Labs, Meta

Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMetaSwitching CostsPhysical Infra & Networks
Jul 15, 2026

Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics

Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaNetwork EffectsPhysical Infra & Networks
Jul 13, 2026

Nintendo: Culture, Creativity & the Shift Toward Corporatism

Partner Interview
Nintendo•JP•Mega CapMicrosoftSonyCornered ResourcePhysical Infra & Networks
Jul 13, 2026

Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective

Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsPhysical Infra & Networks
Jul 7, 2026

CoreWeave, Nebius & the Neocloud Value Chain

Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsPhysical Infra & Networks
Jul 1, 2026

Nebius vs CoreWeave: Business Model, Financing & Path to Profitability

Partner Interview
Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsPhysical Infra & Networks
Jun 29, 2026

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