Data Center

DeepSeek's R1 and AI Infrastructure Economics

Did DeepSeek and its model distillation methods crush the economics of AI training?

Jan 27 •

Broadcom's AI Infrastructure and XPU Business: Driving a Trillion-Dollar Valuation

How a strategic partnership with Google on TPUs and others on XPUs, coupled with networking, is counterbalancing NVIDIA's rise

Dec 13, 2024 •

Cisco: The King of Software M&A

From Splunk to AppDynamics, how Cisco's 14 $B+ software acquisitions reinvented the networking giant into a leading infrastructure software and…

Aug 15, 2024 •

Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives

Breaking down the supply chain of hyperscaler AI custom chip development

May 14, 2024 •

What does Arista Networks do?

Discussing the role of the ~$100B juggernaut in AI, Ethernet and data center networking

May 10, 2024 •

Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design

Discussing the role of EDA in AI infrastructure and chip design

Apr 18, 2024 •

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Astera Labs IPO: S-1 Teardown

How the newly public $10B+ semiconductor connectivity player in AI servers is changing the data center

Mar 30, 2024 •

The Major Computing Cycles: from IBM to NVIDIA, CUDA and the Generative AI age

Charting the Evolution of Computing: From Mainframes to AI Revolution and the Rise of Vector Databases

Mar 20, 2024 •

$150B+ of Annual CAPEX: The trends in Capital Expenditures by Hyperscaler Tech Giants

Behind the trends in the AI hardware and data center investment supercycle of the trillion dollar tech hyperscalers

Mar 7, 2024 •

The History of the GPU and Insights on the Future of AI Compute

Historical and forward looking perspectives from Raja Koduri on the future of Hardware / Software for developers

Jan 29, 2024 •

Meta's AI Initiatives: $20B+ of Investment in GPUs and Data Center Infra

Discussing the winners from Meta's $20B+ of data center investment to train the next generation of Llama models and power Facebook family of AI apps

Jan 18, 2024 •

2023 Year in Review: The Great GPU Shortage and the GPU Rich/Poor

NVIDIA becomes the 5th hyperscaler to join the $T+ market capitalization club driven by surging demand from clouds, GPU clouds, big tech and AI startups

Jan 4, 2024 •

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