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Dell Technologies: AI Server Backlog, Supply Chain & GPU Fulfillment Capacity

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesJuniper NetworksNVIDIASuper Micro ComputerVMwareProcess PowerMission Critical Products & Services
Oct 2, 2026

HPE vs Dell: Server Market Dynamics & Competitive Positioning

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & Services
Sep 28, 2026

AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability

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Amazon•US•Mega CapCoreWeaveNebius GroupGoogleMicrosoftIRENNVIDIAOracleSwitching CostsPhysical Infra & Networks
Sep 25, 2026

Dell & HPE: AI Server Backlog, Margins & Supply Constraints

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAProcess PowerMission Critical Products & Services
Sep 25, 2026

AWS: AI Server Payback & Neocloud Competition

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Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching CostsPhysical Infra & Networks
Sep 23, 2026

StandardAero: Jet Engine Component Repair, Catalog Development & MRO Supply Chain

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StandardAero•US•Mid CapFTAI AviationGE AerospaceRTXSafranScale EconomiesMission Critical Products & Services
Sep 23, 2026

Ryan Specialty: Commission Structure, Soft Market Strategy & Global Expansion

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Ryan Specialty Group•US•Mid CapKinsale Capital GroupBrown & BrownAccelerant HoldingsProcess PowerInsurers & Financials
Sep 21, 2026

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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Google•US•Mega CapAnthropicOpenAIMicrosoftAmazonSalesforceNVIDIAHarvey AISwitching CostsPhysical Infra & Networks
Sep 15, 2026

Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling

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Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & Networks
Sep 14, 2026

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

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Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026
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Weekly update

Domino's, Copart, Danaher, Veeva, Disney, POOL

Dominos Pizza•US•Mid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026

Lumentum & Coherent: Indium Phosphide Strategy & CPO Laser Competition

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Lumentum•US•Large CapCoherentMarvell TechnologyCienaNVIDIAProcess PowerMission Critical Products & Services
Sep 4, 2026

Credit Acceptance vs Westlake: Subprime Dealer Profit Economics

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Credit Acceptance•US•Mid CapWestlake Financial ServicesExeter FinanceCarvanaCornered ResourceInsurers & Financials
Sep 3, 2026

AI Data Center ROIC & GPU Pricing Framework

Partner Interview
Nebius Group•NL•Large CapGoogleCoreWeaveOpenAIAnthropicAmazonMicrosoftNVIDIAOracleSwitching CostsPhysical Infra & Networks
Aug 25, 2026

Intel 14A vs TSMC A14: Advanced Node Competition & Customer Adoption

Partner Interview
Intel•US•Mega CapSK hynixASMLTSMCOpenAIAnthropicCoreWeaveAmazonGoogleNVIDIASwitching CostsMission Critical Products & Services
Aug 24, 2026

AWS: AI Data Center Economics, CapEx, Trainium & TAAS

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Amazon•US•Mega CapAnthropicCoreWeaveOpenAIGoogleNebius GroupNVIDIAMicrosoftSwitching CostsPhysical Infra & Networks
Aug 23, 2026

ARM vs RISC-V: Long-Term Competitive Dynamics in the Data Center

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Arm•GB•Mega CapOpenAIQualcommNVIDIAGoogleAmazonNetwork EffectsPhysical Infra & Networks
Aug 20, 2026

Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics

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Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveAnthropicLambda LabsByteDanceNebius GroupNVIDIASwitching CostsPhysical Infra & Networks
Aug 20, 2026

GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture

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Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationScale EconomiesMission Critical Products & Services
Aug 12, 2026

Uber & Waymo: Competing for the Autonomous Demand Layer

Partner Interview
Uber•US•Large CapWaymoLyftGoogleTeslaNetwork EffectsMarketplaces & Platforms
Aug 11, 2026

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