Data Gravity

Data Gravity

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OpenAI and NVIDIA’s 10 GW, $100B Bet: Power, Partners, and Breaking Free from Microsoft
Why Nvidia, OpenAI, and Oracle need each other more than Microsoft—and how AI’s future is being built in megawatts, not models
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Chris Zeoli
Fivetran Acquires Tobiko Data to Strengthen the ‘T’ in ETL
The deal highlights how transformation—the “T” in ETL—is no longer an afterthought, but the centerpiece of governance, AI readiness, and analytics…
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Chris Zeoli
The 5 Raw Inputs Powering the AI Data Center Boom
How real estate, capital, compute, energy, and networking are the defining infrastructure inputs for the AI data center construction boom
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Chris Zeoli
Agent Infrastructure and Control Planes
From inference to autonomy: architecting the Agent Runtime environment where Control Planes meet enterprise production
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Chris Zeoli
The Future of Data Labeling: From Stop Signs to AI Specialists
How Scale's dominance in self-driving positioned the Company to win in AI model training data and how recruiting specialists is the future of data…
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Chris Zeoli
From Niche to Necessary: Credo’s Quiet Domination of AI Interconnects
How Credo Semiconductor became a $12B critical link in the AI data center
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Chris Zeoli
Why Crypto Miners Won the AI Data Center
How crypto miners like CoreWeave and Crusoe became the best AI data center operators
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Chris Zeoli
Data Gravity
Data Gravity
Essential insights for founders and practitioners navigating the data and infrastructure software landscape.
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