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Nebius: EMEA Go-to-Market Strategy & Hyperscaler Competition

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Nebius Group•NL•Large CapCoreWeaveLambda LabsRevolutOpenAIAnthropicSpaceXAmazonMicrosoftGoogleMetaNetwork EffectsPhysical Infra & Networks
Nov 6, 2026

Magnite vs The Trade Desk: SSP Demand Aggregation & OpenPath Direct Deals

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Magnite•US•Mid CapOpenAIStackAdaptAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Nov 6, 2026

AlphaChip: Reinforcement Learning for TPU Chip Floor Planning

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Google•US•Mega CapBroadcomAnthropicNVIDIAAmazonCadence Design SystemsSynopsysSwitching CostsPhysical Infra & Networks
Nov 2, 2026

Zeta Global: Unifying CDP, Email, & DSP Across the Customer Lifecycle

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Zeta Global•US•Mid CapAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Oct 29, 2026

Shopee Brazil: Building SPX, Fulfillment, and Take Rate Expansion

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Sea•SG•Large CapShopeeTemuTikTok ShopMercadoLibreNetwork EffectsVertically Integrated Retailer
Oct 28, 2026

Coupang: Taiwan as the Proof of Concept for Southeast Asia

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Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Oct 27, 2026

Intel & AMD: x86 vs Arm in the Agentic AI CPU Market

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Intel Corporation•US•Mega CapAdvanced Micro DevicesOpenAIAnthropicArmNVIDIATSMCAmazonSwitching CostsMission Critical Products & Services
Oct 27, 2026

YouTube: Why Originals Were Shut Down and Live Sports Rights Bought

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Google•US•Mega CapMetaAmazonByteDanceNetflixNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

CoreWeave & Neoclouds: Financing Risk, Contract Renewals & GPU Depreciation

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OpenAIAnthropicCoreWeaveNebius GroupAmazonMicrosoftGoogleIRENNetwork EffectsPhysical Infra & Networks
Oct 26, 2026

MercadoLibre & Shopee: Last-Mile Cost Structure & Crowdshipping Strategy in Brazil

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MercadoLibre•UY•Large CapShopeeSHEINTemuByteDanceCounter PositioningVertically Integrated Retailer
Oct 20, 2026

NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective

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NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & Networks
Oct 20, 2026

Shopee vs TikTok Shop: Cost to Serve

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Sea•SG•Large CapShopeeByteDanceOpenAINetwork EffectsVertically Integrated Retailer
Oct 16, 2026

Meta Data Centers: GPU vs CPU Roles in AI Inference and Training

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Meta•US•Mega CapMicrosoftAmazonGoogleAdvanced Micro DevicesNVIDIACredo TechnologyAmphenolIntelNetwork EffectsPhysical Infra & Networks
Oct 16, 2026

Wayfair Professional: B2B Enterprise Sales & Go-To-Market Gaps

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Wayfair•US•Large CapAmazonCounter PositioningVertically Integrated Retailer
Oct 16, 2026

Volex: Data Center Copper Cable Positioning & Optical Transition Risk

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Volex•GB•Small CapNVIDIAAmazonAmphenolKoch IndustriesSwitching CostsMission Critical Products & Services
Oct 15, 2026

AWS: Nvidia GPU Procurement, HBM Pricing Dynamics & Trainium Supply Chain

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Amazon•US•Mega CapNVIDIASK hynixMicron TechnologyMicrosoftGoogleSwitching CostsPhysical Infra & Networks
Oct 15, 2026

AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD

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Amazon•US•Mega CapGoogleMicrosoftByteDanceCoreWeaveAnthropicOpenAINebius GroupWestern DigitalSamsung ElectronicsInternational Business MachinesNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

AWS vs CoreWeave: Power Procurement for AI Data Centers

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CoreWeave•US•Large CapOpenAIAnthropicAmazonNebius GroupMicrosoftGoogleTalen Energy CorporationNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

Volex & AWS: Data Center Interconnect Qualification & Competitive Position

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Volex•GB•Small CapAmphenolKoch IndustriesNVIDIAAmazonSwitching CostsMission Critical Products & Services
Oct 13, 2026

AWS Data Center CapEx: Planning Cycles, GPU Mix & Margin Outlook

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Amazon•US•Mega CapNebius GroupGoogleMicrosoftCoreWeaveNVIDIASwitching CostsPhysical Infra & Networks
Oct 5, 2026

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