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Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI
Sep 11, 2026
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & NetworksSep 11, 2026
FTAI Aviation: CFM56 Conversion & Data Center Power Viability
Sep 10, 2026
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost OperatorsSep 10, 2026
Weekly update
Domino's, Copart, Danaher, Veeva, Disney, POOL
Sep 10, 2026
Dominos Pizza•US•Large CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026
Lumentum & Coherent: Indium Phosphide Strategy & CPO Laser Competition
Sep 4, 2026
Partner Interview
Lumentum•US•Large CapCoherentMarvell TechnologyCienaNVIDIAProcess PowerMission Critical Products & ServicesSep 4, 2026
TransDigm & Prince & Izant: Brazing Alloy Economics & Aerospace Aftermarket
Sep 4, 2026
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSep 4, 2026
AI Data Center ROIC & GPU Pricing Framework
Aug 25, 2026
Partner Interview
Nebius Group•NL•Large CapGoogleCoreWeaveOpenAIAnthropicAmazonMicrosoftNVIDIAOracleSwitching CostsPhysical Infra & NetworksAug 25, 2026
Intel 14A vs TSMC A14: Advanced Node Competition & Customer Adoption
Aug 24, 2026
Partner Interview
Intel•US•Mega CapSK hynixASMLTSMCOpenAIAnthropicCoreWeaveAmazonGoogleNVIDIASwitching CostsMission Critical Products & ServicesAug 24, 2026
AWS: AI Data Center Economics, CapEx, Trainium & TAAS
Aug 23, 2026
Partner Interview
Amazon•US•Mega CapAnthropicCoreWeaveOpenAIGoogleNebius GroupNVIDIAMicrosoftSwitching CostsPhysical Infra & NetworksAug 23, 2026
ARM vs RISC-V: Long-Term Competitive Dynamics in the Data Center
Aug 20, 2026
Partner Interview
Arm•GB•Mega CapOpenAIQualcommNVIDIAGoogleAmazonNetwork EffectsPhysical Infra & NetworksAug 20, 2026
FTAI Aviation & Chromalloy: CFM56 PMA Blade Yields & Power Conversion Challenges
Aug 20, 2026
Partner Interview
FTAI Aviation•US•Large CapChromalloySafranGeneral Electric CompanyScale EconomiesLow Cost OperatorsAug 20, 2026
Cytiva & Purolite: Resin Competition & Workflow Integration Strategy
Aug 20, 2026
Aug 20, 2026
Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics
Aug 20, 2026
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveAnthropicLambda LabsByteDanceNebius GroupNVIDIASwitching CostsPhysical Infra & NetworksAug 20, 2026
Weekly update
Perimeter Solutions, Wildfire Retardant Contracting & Pricing
Aug 12, 2026
Perimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 12, 2026
GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture
Aug 12, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationScale EconomiesMission Critical Products & ServicesAug 12, 2026
Value Chain
Perimeter Solutions: PHOS-CHEK Value Chain
Aug 10, 2026
IP Research
IP ResearchPerimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 10, 2026
IP Research Analysis
Perimeter Solutions: Wildfire Budget, Retardant Contracting, & Pricing
Aug 10, 2026
IP Research
IP ResearchPerimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 10, 2026
IP Research Analysis
Perimeter Solutions: Airtanker Base Operations
Aug 9, 2026
IP Research
IP ResearchPerimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 9, 2026
Weekly update
Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check
Aug 5, 2026
Danaher•US•Large CapWiseSwitching CostsMission Critical Products & Services
Aug 5, 2026
IP References
Aug 4, 2026
Wise: Kristo Käärmann
IP Reference Checks
Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaNetwork EffectsLow Cost Operators
Photronics: Competitive Position, CapEx Strategy & Management Transition
Jul 31, 2026
Partner Interview
Photronics•US•Small CapTSMCUnited Microelectronics CorporationLGTekscend Photomask Corp.Nanya TechnologyProcess PowerMission Critical Products & ServicesJul 31, 2026
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