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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…
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Chris Zeoli
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Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives
Breaking down the supply chain of hyperscaler AI custom chip development
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Chris Zeoli
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What does Arista Networks do?
Discussing the role of the ~$100B juggernaut in AI, Ethernet and data center networking
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Chris Zeoli
Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design
Discussing the role of EDA in AI infrastructure and chip design
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Chris Zeoli
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Calvin Zeng
Astera Labs IPO: S-1 Teardown
How the newly public $10B+ semiconductor connectivity player in AI servers is changing the data center
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Chris Zeoli
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
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Chris Zeoli
$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
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Chris Zeoli
2
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
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Chris Zeoli
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
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Chris Zeoli
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
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Chris Zeoli
The Financialization of the Data Center: GPU Clouds, Debt and PE fueling AI infrastructure supercycle
From GPU Clouds like Coreweave to PE like Blackstone, a new wave of primarily debt capital is fueling exponential data center investment
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Chris Zeoli
What is VAST Data?: Behind the $9.1B leader in AI-First storage and data infrastructure
Examining VAST’s role in AI-first storage and database infrastructure in the data center
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Chris Zeoli
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