Sitemap - 2024 - Data Gravity
Broadcom's AI Infrastructure and XPU Business: Driving a Trillion-Dollar Valuation
Enterprise Browsers: The New Enterprise Security Platform
Discussing AI Infrastructure with Erik Torenberg on Turpentine
Palo Alto Networks: The King of Cybersecurity M&A
Cisco: The King of Software M&A
5 of Microsoft's Fastest-Growing Infrastructure Products of 2024
Open-source vs. Proprietary Models
Why Google Wants to Acquire Wiz
Databricks: Firing on all cylinders in 2024 after its Data+AI Summit
Databricks acquires Tabular for $1B+: What is Apache Iceberg?
Data platforms Snowflake and Databricks acquiring model developers: Reka AI and MosaicML
Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives
ASML: The $360B EUV Lithography Equipment Giant
Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design
The Major Computing Cycles: from IBM to NVIDIA, CUDA and the Generative AI age
$150B+ of Annual CAPEX: The trends in Capital Expenditures by Hyperscaler Tech Giants
"Start-up Nation": An incomplete history and profile of Israel's rise in Cybersecurity
ServiceNow's Generative AI Success: What does ServiceNow do?
The RAG Revolution: The Future of Computing
The History of the GPU and Insights on the Future of AI Compute
Meta's AI Initiatives: $20B+ of Investment in GPUs and Data Center Infra
Synopsys' $35B Bid for Ansys: A Strategic Move in AI Chip Design and Auto, Aerospace and Engineering
2023 Year in Review: The Great GPU Shortage and the GPU Rich/Poor