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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
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
4
DeepSeek's R1 and AI Infrastructure Economics
Did DeepSeek and its model distillation methods crush the economics of AI training?
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Chris Zeoli
2
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
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Chris Zeoli
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
1
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
2
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
1
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
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