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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
Sep 29
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Chris Zeoli
26
1
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What does Palantir do?
Sep 25, 2024
•
Chris Zeoli
98
2
The Rise of CloudPrem, NewPrem and BYOC
Jan 7
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Chris Zeoli
19
1
DeepSeek's R1 and AI Infrastructure Economics
Jan 27
•
Chris Zeoli
18
2
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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…
Sep 4
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Chris Zeoli
28
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
Aug 11
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Chris Zeoli
33
Agent Infrastructure and Control Planes
From inference to autonomy: architecting the Agent Runtime environment where Control Planes meet enterprise production
Jul 21
•
Chris Zeoli
30
2
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…
Jun 30
•
Chris Zeoli
28
1
From Niche to Necessary: Credo’s Quiet Domination of AI Interconnects
How Credo Semiconductor became a $12B critical link in the AI data center
Jun 9
•
Chris Zeoli
8
Why Crypto Miners Won the AI Data Center
How crypto miners like CoreWeave and Crusoe became the best AI data center operators
May 5
•
Chris Zeoli
5
4
What is Model Context Protocol (MCP)?
Bringing identity, permissions, and policy to AI workflows that touch enterprise data
Apr 21
•
Chris Zeoli
22
3
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