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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.
May 19
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What OpenAI’s $250M NewsCorp Deal Signals & Perplexity–TIME Rough Revenue Uplift Analysis
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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.
May 1
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GPU-as-a-Service Is Heating Up: How CoreWeave Delivers 30–50% Lower Costs
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April 2025
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?
Apr 16
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Why Meta Chose Pure Storage? OEMs expect to power over 50% of SSDs with QLC by 2026
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March 2025
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.
Mar 20
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2026 AI Compute Predictions: Where Will the Next 10M+ GPUs Be Deployed?
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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…
Mar 6
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Microsoft’s Data Center Pullback: Who Are the Likely Lessors?
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February 2025
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…
Feb 11
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GenAIExperts
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AI Data Services Market Projected $30B+ TAM by 2028: Surge in Demands for RLHF, Eval & Synthetic Data
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DeepSeek - Key Questions & Their Answers From Our Client Conversations
We Have Been Inundated
Feb 2
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GenAIExperts
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DeepSeek - Key Questions & Their Answers From Our Client Conversations
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January 2025
GPU vs. Custom ASIC; Broadcom says $60B-$90B+ Opportunity in 2027
It’s no longer just a GPU-driven world.
Jan 8
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GPU vs. Custom ASIC; Broadcom says $60B-$90B+ Opportunity in 2027
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December 2024
Edge AI Market Is Expected $140B+ in 2034: Why Move LLM Compute to the Edge?
According to a response from Elon Musk on X, Tesla’s investment in training computing, data pipelines, and video storage is set to exceed $10 billion…
Dec 30, 2024
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Edge AI Market Is Expected $140B+ in 2034: Why Move LLM Compute to the Edge?
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November 2024
Are LLMs Plateauing in Pre-Training? Industry Impact and Levers to Enhance LLM Performance Further
In recent news, the AI community has been abuzz with discussions about the slowing progress in LLM performance during pre-training.
Nov 27, 2024
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Are LLMs Plateauing in Pre-Training? Industry Impact and Levers to Enhance LLM Performance Further
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20%+ GPU Utilization Gains in Data Centers? Meet Co-Packaged Optics
As AI workloads skyrocket, the importance of GPU utilization in hyper-connected AI data centers has taken center stage.
Nov 15, 2024
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20%+ GPU Utilization Gains in Data Centers? Meet Co-Packaged Optics
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October 2024
Where Are NVIDIA's $100B Worth of GPUs Headed?
Many of our investor clients are increasingly questioning whether AI data center investments are approaching saturation or if they will continue to…
Oct 23, 2024
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Where Are NVIDIA's $100B Worth of GPUs Headed?
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