Generative AI Tech Trends

Generative AI Tech Trends

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Unleashing the Power of LLMs: Disrupting the AI Landscape and Transforming Enterprise Software
 • GenAIExperts
AI Data Center Interconnects: AEC / AOC Cables and Retimers Market; Why Investors are Looking at Credo and Astera Labs
 • GenAIExperts
Part 2 - Data Center Prediction for 2024: GPU Accounts for ~65% of BOM, Significant Demand for Renewable Energy & PUE Closer to 1
 • GenAIExperts
Celestica's Four Strategic Moats and a 99% increase in Revenue: Why Celestica's White Box Switching Is Quietly Powering Gen AI Training at…
 • GenAIExperts
Oracle's Aggressive Pricing & Partnerships to Capture Market Share in Gen AI Infrastructure
 • GenAIExperts
DeepSeek - Key Questions & Their Answers From Our Client Conversations
 • GenAIExperts
40% of the Global 2000 Use Snowflake—and Why Snowflake is Getting Back into Popularity?
In our recent client conversations—we're seeing a surge of interest in two platforms in particular: Snowflake and Elastic. Once seen as complementary or…
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GenAIExperts
What OpenAI’s $250M NewsCorp Deal Signals & Perplexity–TIME Rough Revenue Uplift Analysis
Between 2022 and 2025, licensing data for AI model training evolved from a niche practice into a standard industry paradigm.
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GenAIExperts
GPU-as-a-Service Is Heating Up: How CoreWeave Delivers 30–50% Lower Costs
2024–2025 saw major deals in GPU-as-a-Service space.
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GenAIExperts
Why Meta Chose Pure Storage? OEMs expect to power over 50% of SSDs with QLC by 2026
Meta’s blog on “A case for QLC SSDs in the data center” is getting a lot of traction, and our clients are asking pointed questions: Is QLC really ready?
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GenAIExperts
2026 AI Compute Predictions: Where Will the Next 10M+ GPUs Be Deployed?
At GTC 2025, Nvidia emphasized that we are at an inflection point in computing, where AI data centers are becoming the new factories of the digital age.
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GenAIExperts
Microsoft’s Data Center Pullback: Who Are the Likely Lessors?
The data center industry has been sent into a frenzy with recent reports that Microsoft has canceled select leases with at least two private data center…
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GenAIExperts
AI Data Services Market Projected $30B+ TAM by 2028: Surge in Demands for RLHF, Eval & Synthetic Data
As we progress toward AGI, it is becoming increasingly evident that data quality will have a greater impact on model performance than algorithmic…
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GenAIExperts
DeepSeek - Key Questions & Their Answers From Our Client Conversations
We Have Been Inundated
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GenAIExperts
GPU vs. Custom ASIC; Broadcom says $60B-$90B+ Opportunity in 2027
It’s no longer just a GPU-driven world.
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GenAIExperts
Generative AI Tech Trends
Generative AI Tech Trends
Employed AI experts from likes of Scale AI, Uber, Meta, Corning, PwC and Goldman Sachs, advising hedge funds and IBs for the last 3 years on AI. Now, sharing insights from those discussions to give a real-time view on where the smart money is going to.

Generative AI Tech Trends

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